Creative Planning
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Creative Planning’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Creative Planning’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
Q1 		$1.78M Sell
73,930
-865
-1% -$21.2K ﹤0.01% 1990
2025
Q4 		$1.82M Buy
+74,795
New +$1.82M ﹤0.01% 1797

Other funds holding MMIT

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Creative Planning's MMIT Position: Q1 2026 in Review

Creative Planning reduced its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 1.2% in Q1 2026, selling an estimated $21.2K and leaving 73,930 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Creative Planning first reported a position in MMIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.82M in Q4 2025. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

  • Creative Planning held 73,930 shares of IQ MacKay Municipal Intermediate ETF worth $1.78M as of Q1 2026.
  • Creative Planning sold 865 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $21.2K.
  • IQ MacKay Municipal Intermediate ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1990 holding.
  • Creative Planning first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2025 and has held it in 2 quarters since.
  • Creative Planning's IQ MacKay Municipal Intermediate ETF position peaked at $1.82M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.