Atria Wealth Solutions’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Atria Wealth Solutions’s Portfolio MMIN Stock Details MMIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,502	Closed	-$230K	–	1935
2023 Q2	$230K	Buy	+9,502	New	+$230K	﹤0.01%	1608
2023 Q1	–	Sell	-10,699	Closed	-$254K	–	1923
2022 Q4	$254K	Buy	10,699 +916	+9%	+$21.5K	﹤0.01%	1457
2022 Q3	$225K	Sell	9,783 -54,456	-85%	-$1.32M	﹤0.01%	1485
2022 Q2	$1.56M	Buy	64,239 +6,116	+11%	+$150K	0.03%	531
2022 Q1	$1.49M	Buy	+58,123	New	+$1.54M	0.02%	578

Other funds holding MMIN

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Wealth Solutions's MMIN Position: Q3 2023 in Review

Atria Wealth Solutions sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q3 2023, closing a stake of 9,502 shares — an estimated $230K sold.

Atria Wealth Solutions first reported a position in MMIN in Q1 2022 and held it in 5 quarters. The position peaked at $1.56M in Q2 2022. 54 funds tracked by Wall St. Rank hold MMIN as of Q3 2023.

Atria Wealth Solutions reported no remaining IQ MacKay Municipal Insured ETF position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 9,502 IQ MacKay Municipal Insured ETF shares in Q3 2023, an estimated $230K.
Atria Wealth Solutions first reported a position in IQ MacKay Municipal Insured ETF in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's IQ MacKay Municipal Insured ETF position peaked at $1.56M in Q2 2022.
54 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.