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Atria Wealth Solutions’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Atria Wealth Solutions’s Portfolio MMIT Stock Details MMIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$745K Buy
31,248
+4,265
+16% +$101K 0.02% 753
2025
Q1 		$647K Buy
26,983
+677
+3% +$16.3K 0.01% 1073
2024
Q4 		$633K Hold
26,306
– – 0.01% 1140
2024
Q3 		$647K Sell
26,306
-4,732
-15% -$115K 0.01% 1118
2024
Q2 		$750K Sell
31,038
-15,944
-34% -$385K 0.01% 1026
2024
Q1 		$1.15M Sell
46,982
-1,492
-3% -$36.5K 0.01% 855
2023
Q4 		$1.19M Buy
48,474
+2,861
+6% +$68.3K 0.01% 792
2023
Q3 		$1.07M Buy
45,613
+21,510
+89% +$518K 0.02% 779
2023
Q2 		$587K Hold
24,103
– – 0.01% 1076
2023
Q1 		$593K Buy
+24,103
New +$589K 0.01% 1033

Other funds holding MMIT

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return