Farther Finance Advisors’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Farther Finance Advisors’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
2025 Q2	–	Sell	-833	Closed	-$19.7K	–	4602
2025 Q1	$19.7K	Hold	833	–	–	﹤0.01%	2396
2024 Q4	$19.9K	Sell	833 -2,542	-75%	-$61.5K	﹤0.01%	2078
2024 Q3	$83K	Buy	3,375 +1,022	+43%	+$24.9K	﹤0.01%	1392
2024 Q2	$56.2K	Buy	+2,353	New	+$56.5K	﹤0.01%	1367

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

CAAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Farther Finance Advisors's MMIN Position: Q2 2025 in Review

Farther Finance Advisors sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q2 2025, closing a stake of 833 shares — an estimated $19.7K sold.

Farther Finance Advisors first reported a position in MMIN in Q2 2024 and held it in 4 quarters. The position peaked at $83K in Q3 2024. 54 funds tracked by Wall St. Rank hold MMIN as of Q2 2025.

Farther Finance Advisors reported no remaining IQ MacKay Municipal Insured ETF position as of Q2 2025 after selling out during the quarter.
Farther Finance Advisors sold 833 IQ MacKay Municipal Insured ETF shares in Q2 2025, an estimated $19.7K.
Farther Finance Advisors first reported a position in IQ MacKay Municipal Insured ETF in Q2 2024 and held it in 4 quarters.
Farther Finance Advisors's IQ MacKay Municipal Insured ETF position peaked at $83K in Q3 2024.
54 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.