Engrave Wealth Partners’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Engrave Wealth Partners’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	$248K	Sell	10,079 -19	-0.2%	-$444	0.07%	68
2023 Q3	$231K	Sell	10,098 -5,222	-34%	-$124K	0.07%	63
2023 Q2	$371K	Sell	15,320 -1,282	-8%	-$31.1K	0.12%	44
2023 Q1	$404K	Sell	16,602 -8,290	-33%	-$201K	0.14%	42
2022 Q4	$613K	Sell	24,892 -50,754	-67%	-$1.19M	0.21%	36
2022 Q3	$1.74M	Sell	75,646 -3,155	-4%	-$76.5K	0.81%	16
2022 Q2	$1.91M	Sell	78,801 -192,183	-71%	-$4.73M	0.85%	18
2022 Q1	$6.93M	Sell	270,984 -4,195	-2%	-$112K	2.59%	12
2021 Q4	$7.57M	Buy	275,179 +13,153	+5%	+$361K	2.19%	11
2021 Q3	$7.19M	Buy	262,026 +19,943	+8%	+$553K	2.12%	11
2021 Q2	$6.7M	Buy	242,083 +48,855	+25%	+$1.35M	2.02%	20
2021 Q1	$5.27M	Buy	+193,228	New	+$5.31M	2.12%	22

Other funds holding MMIN

OWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 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 $301M AUM 23.36% 1-Year Est. Return

Engrave Wealth Partners's MMIN Position: Q4 2023 in Review

Engrave Wealth Partners reduced its IQ MacKay Municipal Insured ETF (MMIN) stake by 0.19% in Q4 2023, selling an estimated $444 and leaving 10,079 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #68.

Engrave Wealth Partners first reported a position in MMIN in Q1 2021 and has held it in 12 quarters since. The position peaked at $7.57M in Q4 2021. 53 funds tracked by Wall St. Rank hold MMIN as of Q4 2023.

Engrave Wealth Partners held 10,079 shares of IQ MacKay Municipal Insured ETF worth $248K as of Q4 2023.
Engrave Wealth Partners sold 19 IQ MacKay Municipal Insured ETF shares in Q4 2023, an estimated $444.
IQ MacKay Municipal Insured ETF made up 0.07% of Engrave Wealth Partners's portfolio in Q4 2023, its #68 holding.
Engrave Wealth Partners first reported a position in IQ MacKay Municipal Insured ETF in Q1 2021 and has held it in 12 quarters since.
Engrave Wealth Partners's IQ MacKay Municipal Insured ETF position peaked at $7.57M in Q4 2021.
53 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.