Grimes & Company’s NYLIM MacKay Muni Insured ETF MMIN Stock Holding History

Grimes & Company’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	-8,363	Closed	-$206K	–	390
2024 Q3	$206K	Buy	+8,363	New	+$203K	0.01%	348
2024 Q2	–	Sell	-8,586	Closed	-$209K	–	357
2024 Q1	$209K	Buy	+8,586	New	+$209K	0.01%	313

Other funds holding MMIN

OWM

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

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

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

CAAM

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

RFA

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

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

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

PCA

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

SDWMA

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

Grimes & Company's MMIN Position: Q4 2024 in Review

Grimes & Company sold out of NYLIM MacKay Muni Insured ETF (MMIN) in Q4 2024, closing a stake of 8,363 shares — an estimated $206K sold.

Grimes & Company first reported a position in MMIN in Q1 2024 and held it in 2 quarters. The position peaked at $209K in Q1 2024. 56 funds tracked by Wall St. Rank hold MMIN as of Q4 2024.

Grimes & Company reported no remaining NYLIM MacKay Muni Insured ETF position as of Q4 2024 after selling out during the quarter.
Grimes & Company sold 8,363 NYLIM MacKay Muni Insured ETF shares in Q4 2024, an estimated $206K.
Grimes & Company first reported a position in NYLIM MacKay Muni Insured ETF in Q1 2024 and held it in 2 quarters.
Grimes & Company's NYLIM MacKay Muni Insured ETF position peaked at $209K in Q1 2024.
56 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q4 2024.

Based on Grimes & Company's 13F filing for Q4 2024, filed 21 Jan 2025.