Clear Perspective Advisors’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Clear Perspective Advisors’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	$351K	Buy	12,750 +400	+3%	+$11K	0.11%	126
2021 Q3	$339K	Buy	12,350 +1,900	+18%	+$52.7K	0.12%	117
2021 Q2	$289K	Buy	10,450 +1,100	+12%	+$30.3K	0.1%	128
2021 Q1	$255K	Buy	9,350 +600	+7%	+$16.5K	0.1%	134
2020 Q4	$242K	Hold	8,750	–	–	0.1%	130
2020 Q3	$413	Buy	+8,750	New	+$239K	0.19%	84

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 $44.6B AUM 28.94% 1-Year Est. Return

Clear Perspective Advisors's MMIN Position: Q4 2021 in Review

Clear Perspective Advisors increased its IQ MacKay Municipal Insured ETF (MMIN) stake by 3.2% in Q4 2021, buying an estimated $11K and bringing the position to 12,750 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #126.

Clear Perspective Advisors first reported a position in MMIN in Q3 2020 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold MMIN as of Q4 2021.

Clear Perspective Advisors held 12,750 shares of IQ MacKay Municipal Insured ETF worth $351K as of Q4 2021.
Clear Perspective Advisors bought 400 IQ MacKay Municipal Insured ETF shares in Q4 2021, an estimated $11K.
IQ MacKay Municipal Insured ETF made up 0.11% of Clear Perspective Advisors's portfolio in Q4 2021, its #126 holding.
Clear Perspective Advisors first reported a position in IQ MacKay Municipal Insured ETF in Q3 2020 and has held it in 6 quarters since.
63 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.