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Comprehensive Wealth Management’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Comprehensive Wealth Management’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
-29,832
Closed -$722K – 33
2023
Q2 		$722K Buy
29,832
+12,151
+69% +$294K 0.63% 18
2023
Q1 		$432K Buy
+17,681
New +$428K 0.36% 27

Other funds holding MMIN

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
AA
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Comprehensive Wealth Management's MMIN Position: Q3 2023 in Review

Comprehensive Wealth Management sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q3 2023, closing a stake of 29,832 shares — an estimated $722K sold.

Comprehensive Wealth Management first reported a position in MMIN in Q1 2023 and held it in 2 quarters. The position peaked at $722K in Q2 2023. 54 funds tracked by Wall St. Rank hold MMIN as of Q3 2023.

  • Comprehensive Wealth Management reported no remaining IQ MacKay Municipal Insured ETF position as of Q3 2023 after selling out during the quarter.
  • Comprehensive Wealth Management sold 29,832 IQ MacKay Municipal Insured ETF shares in Q3 2023, an estimated $722K.
  • Comprehensive Wealth Management first reported a position in IQ MacKay Municipal Insured ETF in Q1 2023 and held it in 2 quarters.
  • Comprehensive Wealth Management's IQ MacKay Municipal Insured ETF position peaked at $722K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q3 2023.

Based on Comprehensive Wealth Management's 13F filing for Q3 2023, filed 12 Jan 2024.