Global Retirement Partners’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Global Retirement Partners’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
2024 Q4	–	Sell	-2,500	Closed	-$61.5K	–	3736
2024 Q3	$61.5K	Hold	2,500	–	–	﹤0.01%	1466
2024 Q2	$60K	Sell	2,500 -2,000	-44%	-$48K	﹤0.01%	1439
2024 Q1	$109K	Sell	4,500 -2,200	-33%	-$53.6K	﹤0.01%	1039
2023 Q4	$164K	Sell	6,700 -4,681	-41%	-$109K	0.01%	833
2023 Q3	$258K	Sell	11,381 -17,486	-61%	-$415K	0.01%	589
2023 Q2	$699K	Buy	28,867 +151	+0.5%	+$3.66K	0.03%	384
2023 Q1	$698K	Buy	28,716 +1,616	+6%	+$39.1K	0.04%	372
2022 Q4	$644K	Buy	27,100 +4,000	+17%	+$93.7K	0.04%	335
2022 Q3	$523K	Sell	23,100 -3,000	-11%	-$72.8K	0.04%	355
2022 Q2	$633K	Buy	+26,100	New	+$642K	0.05%	320

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

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

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

CAAM

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 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

PCA

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

SDWMA

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

Global Retirement Partners's MMIN Position: Q4 2024 in Review

Global Retirement Partners sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q4 2024, closing a stake of 2,500 shares — an estimated $61.5K sold.

Global Retirement Partners first reported a position in MMIN in Q2 2022 and held it in 10 quarters. The position peaked at $699K in Q2 2023. 56 funds tracked by Wall St. Rank hold MMIN as of Q4 2024.

Global Retirement Partners reported no remaining IQ MacKay Municipal Insured ETF position as of Q4 2024 after selling out during the quarter.
Global Retirement Partners sold 2,500 IQ MacKay Municipal Insured ETF shares in Q4 2024, an estimated $61.5K.
Global Retirement Partners first reported a position in IQ MacKay Municipal Insured ETF in Q2 2022 and held it in 10 quarters.
Global Retirement Partners's IQ MacKay Municipal Insured ETF position peaked at $699K in Q2 2023.
56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.