Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Carson Wealth (CWM LLC)’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 		$70.5K Buy
2,923
+1,870
+178% +$45.8K ﹤0.01% 3540
2025
Q4 		$26K Buy
+1,053
New +$25.6K ﹤0.01% 4018
2025
Q1 		– Sell
-313
Closed -$8K – 5139
2024
Q4 		$8K Buy
+313
New +$7.6K ﹤0.01% 3996

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

Carson Wealth (CWM LLC)'s MMIT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 178% in Q1 2026, buying an estimated $45.8K and bringing the position to 2,923 shares worth $70.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3540.

Carson Wealth (CWM LLC) first reported a position in MMIT in Q4 2024 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,923 shares of IQ MacKay Municipal Intermediate ETF worth $70.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,870 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $45.8K.
  • IQ MacKay Municipal Intermediate ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3540 holding.
  • Carson Wealth (CWM LLC) first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2024 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.