Creative Planning
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Creative Planning’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Creative Planning’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
-26,295
Closed -$601K – 2953
2023
Q3 		$601K Buy
+26,295
New +$625K ﹤0.01% 1447

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 $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Creative Planning's MMIN Position: Q4 2023 in Review

Creative Planning sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q4 2023, closing a stake of 26,295 shares — an estimated $601K sold.

Creative Planning first reported a position in MMIN in Q3 2023 and held it in 1 quarter. The position peaked at $601K in Q3 2023. 53 funds tracked by Wall St. Rank hold MMIN as of Q4 2023.

  • Creative Planning reported no remaining IQ MacKay Municipal Insured ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 26,295 IQ MacKay Municipal Insured ETF shares in Q4 2023, an estimated $601K.
  • Creative Planning first reported a position in IQ MacKay Municipal Insured ETF in Q3 2023 and held it in 1 quarter.
  • Creative Planning's IQ MacKay Municipal Insured ETF position peaked at $601K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.