Carroll Financial Associates’s NYLIM MacKay Muni Insured ETF MMIN Stock Holding History

Carroll Financial Associates’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 Q4	$132K	Hold	4,787	–	–	0.01%	470
2021 Q3	$131K	Hold	4,787	–	–	0.01%	480
2021 Q2	$132K	Hold	4,787	–	–	0.01%	513
2021 Q1	$130K	Hold	4,787	–	–	0.01%	503
2020 Q4	$132K	Buy	+4,787	New	+$131K	0.01%	462

Other funds holding MMIN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

Minot Wealth Management Westwood, Massachusetts $389M AUM 3.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFO4Life Group Coppell, Texas $743M AUM 25.26% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carroll Financial Associates's MMIN Position: Q4 2021 in Review

Carroll Financial Associates held its NYLIM MacKay Muni Insured ETF (MMIN) position steady in Q4 2021 at 4,787 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #470.

Carroll Financial Associates first reported a position in MMIN in Q4 2020 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold MMIN as of Q4 2021.

Carroll Financial Associates held 4,787 shares of NYLIM MacKay Muni Insured ETF worth $132K as of Q4 2021.
Carroll Financial Associates left its NYLIM MacKay Muni Insured ETF share count unchanged in Q4 2021.
NYLIM MacKay Muni Insured ETF made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #470 holding.
Carroll Financial Associates first reported a position in NYLIM MacKay Muni Insured ETF in Q4 2020 and has held it in 5 quarters since.
63 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.