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Carroll Financial Associates’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$195K Hold
7,316
– – 0.01% 394
2021
Q3 		$195K Buy
7,316
+2,400
+49% +$64.6K 0.01% 398
2021
Q2 		$132K Buy
+4,916
New +$132K 0.01% 514

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Carroll Financial Associates held its IQ MacKay Municipal Intermediate ETF (MMIT) position steady in Q4 2021 at 7,316 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #394.

Carroll Financial Associates first reported a position in MMIT in Q2 2021 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold MMIT as of Q4 2021.

  • Carroll Financial Associates held 7,316 shares of IQ MacKay Municipal Intermediate ETF worth $195K as of Q4 2021.
  • Carroll Financial Associates left its IQ MacKay Municipal Intermediate ETF share count unchanged in Q4 2021.
  • IQ MacKay Municipal Intermediate ETF made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #394 holding.
  • Carroll Financial Associates first reported a position in IQ MacKay Municipal Intermediate ETF in Q2 2021 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q4 2021.

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