Financial Advocates Investment Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Financial Advocates Investment Management’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
2023 Q3	–	Sell	-11,464	Closed	-$279K	–	722
2023 Q2	$279K	Sell	11,464 -1,533	-12%	-$37.4K	0.02%	541
2023 Q1	$320K	Sell	12,997 -19,518	-60%	-$477K	0.02%	535
2022 Q4	$785K	Sell	32,515 -26,711	-45%	-$636K	0.06%	341
2022 Q3	$1.39M	Sell	59,226 -10,344	-15%	-$252K	0.11%	198
2022 Q2	$1.69M	Buy	69,570 +25,606	+58%	+$626K	0.14%	185
2022 Q1	$1.1M	Buy	+43,964	New	+$1.14M	0.07%	280

Other funds holding MMIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

RJFSA

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Financial Advocates Investment Management's MMIT Position: Q3 2023 in Review

Financial Advocates Investment Management sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q3 2023, closing a stake of 11,464 shares — an estimated $279K sold.

Financial Advocates Investment Management first reported a position in MMIT in Q1 2022 and held it in 6 quarters. The position peaked at $1.69M in Q2 2022. 78 funds tracked by Wall St. Rank hold MMIT as of Q3 2023.

Financial Advocates Investment Management reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q3 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 11,464 IQ MacKay Municipal Intermediate ETF shares in Q3 2023, an estimated $279K.
Financial Advocates Investment Management first reported a position in IQ MacKay Municipal Intermediate ETF in Q1 2022 and held it in 6 quarters.
Financial Advocates Investment Management's IQ MacKay Municipal Intermediate ETF position peaked at $1.69M in Q2 2022.
78 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q3 2023.

Based on Financial Advocates Investment Management's 13F filing for Q3 2023, filed 27 Oct 2023.