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Evolution Wealth Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Evolution Wealth Advisors’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 		$733K Hold
30,413
– – 0.07% 90
2025
Q4 		$740K Hold
30,413
– – 0.07% 82
2025
Q3 		$739K Hold
30,413
– – 0.1% 85
2025
Q2 		$725K Hold
30,413
– – 0.11% 83
2025
Q1 		$729K Sell
30,413
-1,900
-6% -$45.8K 0.12% 77
2024
Q4 		$776K Hold
32,313
– – 0.13% 71
2024
Q3 		$795K Hold
32,313
– – 0.14% 65
2024
Q2 		$781K Hold
32,313
– – 0.15% 66
2024
Q1 		$788K Hold
32,313
– – 0.15% 66
2023
Q4 		$794K Hold
32,313
– – 0.16% 63
2023
Q3 		$759K Hold
32,313
– – 0.17% 60
2023
Q2 		$787K Hold
32,313
– – 0.17% 57
2023
Q1 		$795K Buy
+32,313
New +$790K 0.19% 55

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