High Net Worth Advisory Group’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

High Net Worth Advisory 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
2023 Q1	–	Sell	-2,000	Closed	-$48.3K	–	426
2022 Q4	$48.3K	Sell	2,000 -21,800	-92%	-$519K	0.02%	333
2022 Q3	$557K	Hold	23,800	–	–	0.24%	93
2022 Q2	$578K	Hold	23,800	–	–	0.24%	95
2022 Q1	$598K	Hold	23,800	–	–	0.22%	94
2021 Q4	$635K	Buy	+23,800	New	+$635K	0.22%	93

Other funds holding MMIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

RJFSA

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

High Net Worth Advisory Group's MMIT Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q1 2023, closing a stake of 2,000 shares — an estimated $48.3K sold.

High Net Worth Advisory Group first reported a position in MMIT in Q4 2021 and held it in 5 quarters. The position peaked at $635K in Q4 2021. 74 funds tracked by Wall St. Rank hold MMIT as of Q1 2023.

High Net Worth Advisory Group reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 2,000 IQ MacKay Municipal Intermediate ETF shares in Q1 2023, an estimated $48.3K.
High Net Worth Advisory Group first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's IQ MacKay Municipal Intermediate ETF position peaked at $635K in Q4 2021.
74 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.