AWM
MMIN icon

Avitas Wealth Management’s IQ MacKay Municipal 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Minot Wealth Management Westwood, Massachusetts $389M AUM 3.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Avitas Wealth Management sold out of IQ MacKay Municipal 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 IQ MacKay Municipal Insured ETF position as of Q1 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 10,848 IQ MacKay Municipal Insured ETF shares in Q1 2021, an estimated $300K.
  • Avitas Wealth Management first reported a position in IQ MacKay Municipal Insured ETF in Q3 2020 and held it in 2 quarters.
  • Avitas Wealth Management's IQ MacKay Municipal Insured ETF position peaked at $598K in Q3 2020.
  • 56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2021.

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