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Avantax Planning Partners’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Avantax Planning Partners’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
2026
Q1 		$4.06M Sell
168,469
-3,030
-2% -$74.2K 0.11% 102
2025
Q4 		$4.17M Sell
171,499
-18,776
-10% -$457K 0.12% 96
2025
Q3 		$4.62M Sell
190,275
-1,130,340
-86% -$27.1M 0.13% 90
2025
Q2 		$31.5M Buy
1,320,615
+628,283
+91% +$14.9M 1% 19
2025
Q1 		$16.6M Buy
692,332
+3,021
+0.4% +$72.9K 0.59% 29
2024
Q4 		$16.6M Sell
689,311
-55,640
-7% -$1.35M 0.6% 29
2024
Q3 		$18.3M Sell
744,951
-311,789
-30% -$7.61M 0.66% 28
2024
Q2 		$25.6M Sell
1,056,740
-19,127
-2% -$462K 0.82% 20
2024
Q1 		$26.2M Sell
1,075,867
-40,378
-4% -$987K 0.85% 22
2023
Q4 		$27.4M Buy
1,116,245
+1,101,741
+7,596% +$26.3M 1.04% 20
2023
Q3 		$341K Buy
+14,504
New +$349K 0.01% 265

Other funds holding MMIT

OWM
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return