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ICA Group Wealth Management’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

ICA Group Wealth Management’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
Q2 		$5.22K Buy
217
+2
+0.9% +$48 ﹤0.01% 581
2024
Q1 		$5.23K Buy
215
+2
+0.9% +$49 ﹤0.01% 1026
2023
Q4 		$5.23K Buy
+213
New +$4.97K ﹤0.01% 1014

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ICA Group Wealth Management's MMIN Position: Q2 2024 in Review

ICA Group Wealth Management increased its IQ MacKay Municipal Insured ETF (MMIN) stake by 0.93% in Q2 2024, buying an estimated $48 and bringing the position to 217 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

ICA Group Wealth Management first reported a position in MMIN in Q4 2023 and has held it in 3 quarters since. The position peaked at $5.23K in Q4 2023. 56 funds tracked by Wall St. Rank hold MMIN as of Q2 2024.

  • ICA Group Wealth Management held 217 shares of IQ MacKay Municipal Insured ETF worth $5.22K as of Q2 2024.
  • ICA Group Wealth Management bought 2 IQ MacKay Municipal Insured ETF shares in Q2 2024, an estimated $48.
  • IQ MacKay Municipal Insured ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #581 holding.
  • ICA Group Wealth Management first reported a position in IQ MacKay Municipal Insured ETF in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's IQ MacKay Municipal Insured ETF position peaked at $5.23K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.