Core Wealth Advisors (Florida)’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Core Wealth Advisors (Florida)’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 Q4	–	Sell	-49,205	Closed	-$1.12M	–	281
2023 Q3	$1.12M	Sell	49,205 -3,832	-7%	-$91K	0.46%	22
2023 Q2	$1.28M	Buy	+53,037	New	+$1.28M	0.52%	21
2022 Q4	–	Sell	-3,964	Closed	-$91K	–	266
2022 Q3	$91K	Buy	3,964 +2,620	+195%	+$63.6K	0.05%	54
2022 Q2	$33K	Sell	1,344 -39,457	-97%	-$971K	0.02%	82
2022 Q1	$1.04M	Buy	40,801 +2,987	+8%	+$79.4K	0.59%	21
2021 Q4	$1.04M	Buy	37,814 +13	+0%	+$357	0.62%	18
2021 Q3	$1.04M	Buy	37,801 +7,274	+24%	+$202K	0.69%	21
2021 Q2	$845K	Buy	30,527 +14,525	+91%	+$400K	0.56%	25
2021 Q1	$437K	Buy	16,002 +1,781	+13%	+$49K	0.39%	26
2020 Q4	$393K	Buy	14,221 +447	+3%	+$12.2K	0.35%	27
2020 Q3	$375K	Buy	13,774 +12,721	+1,208%	+$347K	0.35%	29
2020 Q2	$28K	Buy	+1,053	New	+$28K	0.02%	67

Other funds holding MMIN

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MMIN Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q4 2023, closing a stake of 49,205 shares — an estimated $1.12M sold.

Core Wealth Advisors (Florida) first reported a position in MMIN in Q2 2020 and held it in 12 quarters. The position peaked at $1.28M in Q2 2023. 53 funds tracked by Wall St. Rank hold MMIN as of Q4 2023.

Core Wealth Advisors (Florida) reported no remaining IQ MacKay Municipal Insured ETF position as of Q4 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 49,205 IQ MacKay Municipal Insured ETF shares in Q4 2023, an estimated $1.12M.
Core Wealth Advisors (Florida) first reported a position in IQ MacKay Municipal Insured ETF in Q2 2020 and held it in 12 quarters.
Core Wealth Advisors (Florida)'s IQ MacKay Municipal Insured ETF position peaked at $1.28M in Q2 2023.
53 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.