CWM
MMIT icon

Comprehensive Wealth Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Comprehensive Wealth Management’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
2023
Q3 		– Sell
-34,199
Closed -$833K – 34
2023
Q2 		$833K Buy
+34,199
New +$834K 0.72% 17

Other funds holding MMIT

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

Comprehensive Wealth Management sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q3 2023, closing a stake of 34,199 shares — an estimated $833K sold.

Comprehensive Wealth Management first reported a position in MMIT in Q2 2023 and held it in 1 quarter. The position peaked at $833K in Q2 2023. 78 funds tracked by Wall St. Rank hold MMIT as of Q3 2023.

  • Comprehensive Wealth Management reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q3 2023 after selling out during the quarter.
  • Comprehensive Wealth Management sold 34,199 IQ MacKay Municipal Intermediate ETF shares in Q3 2023, an estimated $833K.
  • Comprehensive Wealth Management first reported a position in IQ MacKay Municipal Intermediate ETF in Q2 2023 and held it in 1 quarter.
  • Comprehensive Wealth Management's IQ MacKay Municipal Intermediate ETF position peaked at $833K in Q2 2023.
  • 78 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q3 2023.

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