CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$1.06M Sell
43,894
-10,039
-19% -$246K ﹤0.01% 1586
2025
Q4 		$1.31M Sell
53,933
-3,840
-7% -$93.5K ﹤0.01% 1333
2025
Q3 		$1.4M Sell
57,773
-3,363
-6% -$80.5K ﹤0.01% 1231
2025
Q2 		$1.46M Sell
61,136
-29,060
-32% -$690K ﹤0.01% 1129
2025
Q1 		$2.16M Buy
90,196
+176
+0.2% +$4.25K 0.01% 875
2024
Q4 		$2.16M Sell
90,020
-3,082
-3% -$74.8K 0.01% 854
2024
Q3 		$2.29M Sell
93,102
-2,394
-3% -$58.4K 0.01% 806
2024
Q2 		$2.31M Buy
95,496
+1,846
+2% +$44.6K 0.01% 759
2024
Q1 		$2.28M Sell
93,650
-17,558
-16% -$429K 0.01% 753
2023
Q4 		$2.73M Sell
111,208
-24,009
-18% -$573K 0.01% 778
2023
Q3 		$3.18M Buy
135,217
+753
+0.6% +$18.1K 0.01% 677
2023
Q2 		$3.28M Buy
+134,464
New +$3.28M 0.01% 643

Other funds holding MMIT

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return