Financial Advocates Investment Management’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Financial Advocates Investment Management’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
2022 Q4	–	Sell	-12,331	Closed	-$283K	–	825
2022 Q3	$283K	Buy	12,331 +1,733	+16%	+$42K	0.02%	565
2022 Q2	$257K	Buy	+10,598	New	+$261K	0.02%	550

Other funds holding MMIN

OWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CAAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Financial Advocates Investment Management's MMIN Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q4 2022, closing a stake of 12,331 shares — an estimated $283K sold.

Financial Advocates Investment Management first reported a position in MMIN in Q2 2022 and held it in 2 quarters. The position peaked at $283K in Q3 2022. 56 funds tracked by Wall St. Rank hold MMIN as of Q4 2022.

Financial Advocates Investment Management reported no remaining IQ MacKay Municipal Insured ETF position as of Q4 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 12,331 IQ MacKay Municipal Insured ETF shares in Q4 2022, an estimated $283K.
Financial Advocates Investment Management first reported a position in IQ MacKay Municipal Insured ETF in Q2 2022 and held it in 2 quarters.
Financial Advocates Investment Management's IQ MacKay Municipal Insured ETF position peaked at $283K in Q3 2022.
56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.