Carroll Financial Associates’s IQ MacKay Municipal 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 $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $656M AUM 17.88% 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 $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Carroll Financial Associates held its IQ MacKay Municipal 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 IQ MacKay Municipal Insured ETF worth $132K as of Q4 2021.
Carroll Financial Associates left its IQ MacKay Municipal Insured ETF share count unchanged in Q4 2021.
IQ MacKay Municipal 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 IQ MacKay Municipal Insured ETF in Q4 2020 and has held it in 5 quarters since.
63 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2021.

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