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Compass Ion Advisors’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Compass Ion 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
Q2 		– Sell
-28,835
Closed -$787K – 95
2021
Q1 		$787K Buy
+28,835
New +$793K 0.32% 35

Other funds holding MMIN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Minot Wealth Management Westwood, Massachusetts $389M AUM 3.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Compass Ion Advisors's MMIN Position: Q2 2021 in Review

Compass Ion Advisors sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q2 2021, closing a stake of 28,835 shares — an estimated $787K sold.

Compass Ion Advisors first reported a position in MMIN in Q1 2021 and held it in 1 quarter. The position peaked at $787K in Q1 2021. 52 funds tracked by Wall St. Rank hold MMIN as of Q2 2021.

  • Compass Ion Advisors reported no remaining IQ MacKay Municipal Insured ETF position as of Q2 2021 after selling out during the quarter.
  • Compass Ion Advisors sold 28,835 IQ MacKay Municipal Insured ETF shares in Q2 2021, an estimated $787K.
  • Compass Ion Advisors first reported a position in IQ MacKay Municipal Insured ETF in Q1 2021 and held it in 1 quarter.
  • Compass Ion Advisors's IQ MacKay Municipal Insured ETF position peaked at $787K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2021.

Based on Compass Ion Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.