Financial Counselors Inc’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Financial Counselors Inc’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
2025 Q2	–	Sell	-428,534	Closed	-$10.3M	–	345
2025 Q1	$10.3M	Sell	428,534 -192,707	-31%	-$4.65M	0.16%	141
2024 Q4	$14.9M	Buy	621,241 +348,352	+128%	+$8.46M	0.22%	109
2024 Q3	$6.71M	Buy	272,889 +23,474	+9%	+$573K	0.1%	170
2024 Q2	$6.03M	Buy	249,415 +3,954	+2%	+$95.4K	0.1%	169
2024 Q1	$5.99M	Sell	245,461 -535,979	-69%	-$13.1M	0.1%	176
2023 Q4	$19.2M	Buy	781,440 +637,004	+441%	+$15.2M	0.34%	81
2023 Q3	$3.39M	Buy	+144,436	New	+$3.48M	0.07%	204

Other funds holding MMIT

OWM

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Financial Counselors Inc's MMIT Position: Q2 2025 in Review

Financial Counselors Inc sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q2 2025, closing a stake of 428,534 shares — an estimated $10.3M sold.

Financial Counselors Inc first reported a position in MMIT in Q3 2023 and held it in 7 quarters. The position peaked at $19.2M in Q4 2023. 122 funds tracked by Wall St. Rank hold MMIT as of Q2 2025.

Financial Counselors Inc reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 428,534 IQ MacKay Municipal Intermediate ETF shares in Q2 2025, an estimated $10.3M.
Financial Counselors Inc first reported a position in IQ MacKay Municipal Intermediate ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's IQ MacKay Municipal Intermediate ETF position peaked at $19.2M in Q4 2023.
122 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.