Burt Wealth Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Burt Wealth Advisors’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 Q3	$1.71M	Hold	70,430	–	–	0.42%	33
2025 Q2	$1.68M	Buy	70,430 +40,750	+137%	+$967K	0.38%	32
2025 Q1	$711K	Sell	29,680 -800	-3%	-$19.3K	0.18%	50
2024 Q4	$732K	Sell	30,480 -2,300	-7%	-$55.9K	0.19%	52
2024 Q3	$806K	Hold	32,780	–	–	0.2%	46
2024 Q2	$793K	Sell	32,780 -1,661	-5%	-$40.1K	0.21%	46
2024 Q1	$840K	Hold	34,441	–	–	0.21%	45
2023 Q4	$846K	Buy	+34,441	New	+$822K	0.24%	42
2023 Q3	–	Sell	-18,700	Closed	-$456K	–	109
2023 Q2	$456K	Buy	18,700 +400	+2%	+$9.76K	0.14%	58
2023 Q1	$450K	Hold	18,300	–	–	0.14%	58
2022 Q4	$442K	Buy	+18,300	New	+$436K	0.15%	62

Other funds holding MMIT

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Burt Wealth Advisors's MMIT Position: Q3 2025 in Review

Burt Wealth Advisors held its IQ MacKay Municipal Intermediate ETF (MMIT) position steady in Q3 2025 at 70,430 shares worth $1.71M. The position accounts for 0.42% of the portfolio, ranked #33.

Burt Wealth Advisors first reported a position in MMIT in Q4 2022 and has held it in 11 quarters since. 128 funds tracked by Wall St. Rank hold MMIT as of Q3 2025.

Burt Wealth Advisors held 70,430 shares of IQ MacKay Municipal Intermediate ETF worth $1.71M as of Q3 2025.
Burt Wealth Advisors left its IQ MacKay Municipal Intermediate ETF share count unchanged in Q3 2025.
IQ MacKay Municipal Intermediate ETF made up 0.42% of Burt Wealth Advisors's portfolio in Q3 2025, its #33 holding.
Burt Wealth Advisors first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2022 and has held it in 11 quarters since.
128 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.