Clearview Wealth Advisors’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-1,160	Closed	-$28.1K	–	417
2023 Q2	$28.1K	Hold	1,160	–	–	0.03%	235
2023 Q1	$28.3K	Sell	1,160 -1,260	-52%	-$30.5K	0.03%	235
2022 Q4	$57.5K	Sell	2,420 -1,080	-31%	-$25.3K	0.04%	161
2022 Q3	$80K	Sell	3,500 -1,380	-28%	-$33.5K	0.06%	132
2022 Q2	$118K	Sell	4,880 -1,422	-23%	-$35K	0.09%	108
2022 Q1	$161K	Sell	6,302 -22,240	-78%	-$591K	0.11%	95
2021 Q4	$785K	Sell	28,542 -2,201	-7%	-$60.4K	0.48%	48
2021 Q3	$843K	Buy	30,743 +3,243	+12%	+$90K	0.53%	40
2021 Q2	$761K	Sell	27,500 -1,975	-7%	-$54.4K	0.47%	46
2021 Q1	$804K	Buy	29,475 +8,160	+38%	+$224K	0.52%	44
2020 Q4	$589K	Buy	+21,315	New	+$582K	0.4%	57

Other funds holding MMIN

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 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

RJFSA

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

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clearview Wealth Advisors's MMIN Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q3 2023, closing a stake of 1,160 shares — an estimated $28.1K sold.

Clearview Wealth Advisors first reported a position in MMIN in Q4 2020 and held it in 11 quarters. The position peaked at $843K in Q3 2021. 54 funds tracked by Wall St. Rank hold MMIN as of Q3 2023.

Clearview Wealth Advisors reported no remaining IQ MacKay Municipal Insured ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,160 IQ MacKay Municipal Insured ETF shares in Q3 2023, an estimated $28.1K.
Clearview Wealth Advisors first reported a position in IQ MacKay Municipal Insured ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's IQ MacKay Municipal Insured ETF position peaked at $843K in Q3 2021.
54 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.