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Concurrent Investment Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Concurrent Investment Advisors’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
2026
Q2 		$8.72M Buy
+358,065
New +$8.7M 0.07% 291

Other funds holding MMIT

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
SWIM
Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
BWP
Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return

Concurrent Investment Advisors's MMIT Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in IQ MacKay Municipal Intermediate ETF (MMIT) in Q2 2026: 358,065 shares worth $8.72M. The stake represents 0.07% of the portfolio and ranks #291 among its holdings.

51 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

  • Concurrent Investment Advisors held 358,065 shares of IQ MacKay Municipal Intermediate ETF worth $8.72M as of Q2 2026.
  • IQ MacKay Municipal Intermediate ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • IQ MacKay Municipal Intermediate ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #291 holding.
  • 51 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.