High Net Worth Advisory Group’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

High Net Worth Advisory Group’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
2022 Q4	–	Sell	-20,000	Closed	-$460K	–	667
2022 Q3	$460K	Hold	20,000	–	–	0.2%	105
2022 Q2	$485K	Hold	20,000	–	–	0.2%	106
2022 Q1	$512K	Hold	20,000	–	–	0.19%	106
2021 Q4	$550K	Buy	+20,000	New	+$549K	0.19%	104

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAAM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

High Net Worth Advisory Group's MMIN Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q4 2022, closing a stake of 20,000 shares — an estimated $460K sold.

High Net Worth Advisory Group first reported a position in MMIN in Q4 2021 and held it in 4 quarters. The position peaked at $550K in Q4 2021. 56 funds tracked by Wall St. Rank hold MMIN as of Q4 2022.

High Net Worth Advisory Group reported no remaining IQ MacKay Municipal Insured ETF position as of Q4 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 20,000 IQ MacKay Municipal Insured ETF shares in Q4 2022, an estimated $460K.
High Net Worth Advisory Group first reported a position in IQ MacKay Municipal Insured ETF in Q4 2021 and held it in 4 quarters.
High Net Worth Advisory Group's IQ MacKay Municipal Insured ETF position peaked at $550K in Q4 2021.
56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.