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Belpointe Asset Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-2,980
Closed -$73.3K – 2251
2023
Q1 		$73.3K Buy
2,980
+1,332
+81% +$32.6K ﹤0.01% 1484
2022
Q4 		$39.8K Buy
+1,648
New +$39.2K ﹤0.01% 1742

Other funds holding MMIT

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Belpointe Asset Management's MMIT Position: Q2 2023 in Review

Belpointe Asset Management sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q2 2023, closing a stake of 2,980 shares — an estimated $73.3K sold.

Belpointe Asset Management first reported a position in MMIT in Q4 2022 and held it in 2 quarters. The position peaked at $73.3K in Q1 2023. 72 funds tracked by Wall St. Rank hold MMIT as of Q2 2023.

  • Belpointe Asset Management reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,980 IQ MacKay Municipal Intermediate ETF shares in Q2 2023, an estimated $73.3K.
  • Belpointe Asset Management first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's IQ MacKay Municipal Intermediate ETF position peaked at $73.3K in Q1 2023.
  • 72 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.