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Concourse Financial Group Securities’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-350
Closed -$8.48K – 2405
2022
Q4 		$8.34K Buy
+350
New +$8.2K ﹤0.01% 1718

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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $301M AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Concourse Financial Group Securities's MMIN Position: Q1 2023 in Review

Concourse Financial Group Securities sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q1 2023, closing a stake of 350 shares — an estimated $8.48K sold.

Concourse Financial Group Securities first reported a position in MMIN in Q4 2022 and held it in 1 quarter. The position peaked at $8.34K in Q4 2022. 48 funds tracked by Wall St. Rank hold MMIN as of Q1 2023.

  • Concourse Financial Group Securities reported no remaining IQ MacKay Municipal Insured ETF position as of Q1 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 350 IQ MacKay Municipal Insured ETF shares in Q1 2023, an estimated $8.48K.
  • Concourse Financial Group Securities first reported a position in IQ MacKay Municipal Insured ETF in Q4 2022 and held it in 1 quarter.
  • Concourse Financial Group Securities's IQ MacKay Municipal Insured ETF position peaked at $8.34K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2023.

Based on Concourse Financial Group Securities's 13F filing for Q1 2023, filed 15 May 2023.