Great Valley Advisor Group’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Great Valley Advisor Group’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 Q2	$12.4M	Buy	507,293 +72,743	+17%	+$1.77M	0.2%	114
2026 Q1	$10.5M	Buy	434,550 +11,953	+3%	+$293K	0.19%	117
2025 Q4	$10.3M	Sell	422,597 -10,891	-3%	-$265K	0.2%	109
2025 Q3	$10.5M	Buy	433,488 +21,276	+5%	+$509K	0.21%	105
2025 Q2	$9.83M	Sell	412,212 -9,472	-2%	-$225K	0.22%	107
2025 Q1	$10.1M	Sell	421,684 -10,744	-2%	-$259K	0.22%	112
2024 Q4	$10.4M	Buy	432,428 +21,612	+5%	+$525K	0.23%	104
2024 Q3	$10.1M	Buy	410,816 +15,722	+4%	+$384K	0.25%	102
2024 Q2	$9.55M	Buy	395,094 +8,777	+2%	+$212K	0.27%	93
2024 Q1	$9.42M	Buy	386,317 +14,920	+4%	+$365K	0.29%	92
2023 Q4	$9.12M	Buy	371,397 +19,081	+5%	+$455K	0.32%	80
2023 Q3	$8.28M	Buy	352,316 +45,968	+15%	+$1.11M	0.34%	73
2023 Q2	$7.46M	Buy	306,348 +113,855	+59%	+$2.78M	0.31%	81
2023 Q1	$4.73M	Buy	+192,493	New	+$4.7M	0.22%	118

Other funds holding MMIT

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

SDWMA

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

IWP

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

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

Great Valley Advisor Group's MMIT Position: Q2 2026 in Review

Great Valley Advisor Group increased its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 17% in Q2 2026, buying an estimated $1.77M and bringing the position to 507,293 shares worth $12.4M. The position accounts for 0.2% of the portfolio, ranked #114.

Great Valley Advisor Group first reported a position in MMIT in Q1 2023 and has held it in 14 quarters since. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Great Valley Advisor Group held 507,293 shares of IQ MacKay Municipal Intermediate ETF worth $12.4M as of Q2 2026.
Great Valley Advisor Group bought 72,743 IQ MacKay Municipal Intermediate ETF shares in Q2 2026, an estimated $1.77M.
IQ MacKay Municipal Intermediate ETF made up 0.2% of Great Valley Advisor Group's portfolio in Q2 2026, its #114 holding.
Great Valley Advisor Group first reported a position in IQ MacKay Municipal Intermediate ETF in Q1 2023 and has held it in 14 quarters since.
171 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.