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

Cornerstone 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
2022 Q2	–	Sell	-8,989	Closed	-$230K	–	471
2022 Q1	$230K	Buy	8,989 +984	+12%	+$26.2K	0.02%	423
2021 Q4	$221K	Buy	+8,005	New	+$220K	0.02%	462

Other funds holding MMIN

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

CAAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cornerstone Wealth Management's MMIN Position: Q2 2022 in Review

Cornerstone Wealth Management sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q2 2022, closing a stake of 8,989 shares — an estimated $230K sold.

Cornerstone Wealth Management first reported a position in MMIN in Q4 2021 and held it in 2 quarters. The position peaked at $230K in Q1 2022. 58 funds tracked by Wall St. Rank hold MMIN as of Q2 2022.

Cornerstone Wealth Management reported no remaining IQ MacKay Municipal Insured ETF position as of Q2 2022 after selling out during the quarter.
Cornerstone Wealth Management sold 8,989 IQ MacKay Municipal Insured ETF shares in Q2 2022, an estimated $230K.
Cornerstone Wealth Management first reported a position in IQ MacKay Municipal Insured ETF in Q4 2021 and held it in 2 quarters.
Cornerstone Wealth Management's IQ MacKay Municipal Insured ETF position peaked at $230K in Q1 2022.
58 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2022.

Based on Cornerstone Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.