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Grimes & Company’s IQ MacKay Municipal 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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

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

Grimes & Company sold out of IQ MacKay Municipal 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 IQ MacKay Municipal Insured ETF position as of Q4 2024 after selling out during the quarter.
  • Grimes & Company sold 8,363 IQ MacKay Municipal Insured ETF shares in Q4 2024, an estimated $206K.
  • Grimes & Company first reported a position in IQ MacKay Municipal Insured ETF in Q1 2024 and held it in 2 quarters.
  • Grimes & Company's IQ MacKay Municipal Insured ETF position peaked at $209K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2024.

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