Golden State Wealth Management’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Golden State Wealth 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
2026 Q2	$1.8M	Buy	74,425 +6,805	+10%	+$164K	0.16%	128
2026 Q1	$1.6M	Buy	67,620 +679	+1%	+$16.3K	0.18%	122
2025 Q4	$1.6M	Sell	66,941 -140	-0.2%	-$3.36K	0.17%	106
2025 Q3	$1.6M	Sell	67,081 -1,686	-2%	-$39.2K	0.18%	100
2025 Q2	$1.6M	Sell	68,767 -1,589	-2%	-$36.9K	0.2%	97
2025 Q1	$1.66M	Sell	70,356 -11,145	-14%	-$266K	0.25%	79
2024 Q4	$1.94M	Buy	+81,501	New	+$1.97M	0.29%	71

Other funds holding MMIN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

PCA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Golden State Wealth Management's MMIN Position: Q2 2026 in Review

Golden State Wealth Management increased its IQ MacKay Municipal Insured ETF (MMIN) stake by 10% in Q2 2026, buying an estimated $164K and bringing the position to 74,425 shares worth $1.8M. The position accounts for 0.16% of the portfolio, ranked #128.

Golden State Wealth Management first reported a position in MMIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q4 2024. 70 funds tracked by Wall St. Rank hold MMIN as of Q2 2026.

Golden State Wealth Management held 74,425 shares of IQ MacKay Municipal Insured ETF worth $1.8M as of Q2 2026.
Golden State Wealth Management bought 6,805 IQ MacKay Municipal Insured ETF shares in Q2 2026, an estimated $164K.
IQ MacKay Municipal Insured ETF made up 0.16% of Golden State Wealth Management's portfolio in Q2 2026, its #128 holding.
Golden State Wealth Management first reported a position in IQ MacKay Municipal Insured ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's IQ MacKay Municipal Insured ETF position peaked at $1.94M in Q4 2024.
70 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.