Capstone Triton Financial Group’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Capstone Triton Financial Group’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
2022 Q4	–	Sell	-18,242	Closed	-$419K	–	106
2022 Q3	$419K	Hold	18,242	–	–	0.36%	72
2022 Q2	$450K	Hold	18,242	–	–	0.34%	73
2022 Q1	$451K	Sell	18,242 -10,054	-36%	-$267K	0.31%	79
2021 Q4	$780K	Hold	28,296	–	–	1.57%	24
2021 Q3	$772K	Hold	28,296	–	–	0.46%	54
2021 Q2	$783K	Hold	28,296	–	–	0.48%	50
2021 Q1	$772K	Hold	28,296	–	–	0.51%	48
2020 Q4	$782K	Buy	+28,296	New	+$773K	0.48%	47

Other funds holding MMIN

OWM

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

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

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

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

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

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

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capstone Triton Financial Group's MMIN Position: Q4 2022 in Review

Capstone Triton Financial Group sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q4 2022, closing a stake of 18,242 shares — an estimated $419K sold.

Capstone Triton Financial Group first reported a position in MMIN in Q4 2020 and held it in 8 quarters. The position peaked at $783K in Q2 2021. 56 funds tracked by Wall St. Rank hold MMIN as of Q4 2022.

Capstone Triton Financial Group reported no remaining IQ MacKay Municipal Insured ETF position as of Q4 2022 after selling out during the quarter.
Capstone Triton Financial Group sold 18,242 IQ MacKay Municipal Insured ETF shares in Q4 2022, an estimated $419K.
Capstone Triton Financial Group first reported a position in IQ MacKay Municipal Insured ETF in Q4 2020 and held it in 8 quarters.
Capstone Triton Financial Group's IQ MacKay Municipal Insured ETF position peaked at $783K in Q2 2021.
56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2022.

Based on Capstone Triton Financial Group's 13F filing for Q4 2022, filed 17 Jan 2023.