Avitas Wealth Management’s NYLIM MacKay Muni Insured ETF MMIN Stock Holding History

Avitas Wealth Management’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
2021 Q1	–	Sell	-10,848	Closed	-$300K	–	219
2020 Q4	$300K	Sell	10,848 -11,129	-51%	-$304K	0.06%	202
2020 Q3	$598K	Buy	+21,977	New	+$599K	0.17%	133

Other funds holding MMIN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MWM

Minot Wealth Management Westwood, Massachusetts $389M AUM 3.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFO4Life Group Coppell, Texas $743M AUM 25.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avitas Wealth Management's MMIN Position: Q1 2021 in Review

Avitas Wealth Management sold out of NYLIM MacKay Muni Insured ETF (MMIN) in Q1 2021, closing a stake of 10,848 shares — an estimated $300K sold.

Avitas Wealth Management first reported a position in MMIN in Q3 2020 and held it in 2 quarters. The position peaked at $598K in Q3 2020. 56 funds tracked by Wall St. Rank hold MMIN as of Q1 2021.

Avitas Wealth Management reported no remaining NYLIM MacKay Muni Insured ETF position as of Q1 2021 after selling out during the quarter.
Avitas Wealth Management sold 10,848 NYLIM MacKay Muni Insured ETF shares in Q1 2021, an estimated $300K.
Avitas Wealth Management first reported a position in NYLIM MacKay Muni Insured ETF in Q3 2020 and held it in 2 quarters.
Avitas Wealth Management's NYLIM MacKay Muni Insured ETF position peaked at $598K in Q3 2020.
56 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q1 2021.

Based on Avitas Wealth Management's 13F filing for Q1 2021, filed 13 May 2021.