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Fortis Group Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Fortis Group 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 		$703K Buy
28,969
+784
+3% +$19.2K 0.12% 167
2025
Q4 		$690K Buy
28,185
+5,394
+24% +$131K 0.12% 185
2025
Q3 		$557K Sell
22,791
-6,008
-21% -$144K 0.1% 156
2025
Q2 		$685K Buy
28,799
+5,816
+25% +$138K 0.12% 144
2025
Q1 		$551K Sell
22,983
-19,460
-46% -$469K 0.11% 134
2024
Q4 		$1.02M Buy
42,443
+4,605
+12% +$112K 0.19% 96
2024
Q3 		$931K Buy
37,838
+9,883
+35% +$241K 0.17% 100
2024
Q2 		$676K Buy
27,955
+15,678
+128% +$378K 0.13% 99
2024
Q1 		$299K Buy
+12,277
New +$300K 0.06% 165

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 $376B 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 $564B 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