IFP Advisors’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

IFP Advisors’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
2023 Q4	–	Sell	-3,443	Closed	-$78.7K	–	3225
2023 Q3	$78.7K	Hold	3,443	–	–	﹤0.01%	1372
2023 Q2	$83.4K	Hold	3,443	–	–	﹤0.01%	1399
2023 Q1	$85.2K	Sell	3,443 -6,101	-64%	-$148K	﹤0.01%	1332
2022 Q4	$238K	Sell	9,544 -2,760	-22%	-$64.7K	0.01%	1267
2022 Q3	$305K	Sell	12,304 -3,588	-23%	-$87K	0.01%	1187
2022 Q2	$393K	Hold	15,892	–	–	0.01%	948
2022 Q1	$393K	Buy	15,892 +13,570	+584%	+$361K	0.01%	948
2021 Q4	$65K	Sell	2,322 -21	-0.9%	-$576	﹤0.01%	1461
2021 Q3	$66K	Sell	2,343 -1,673	-42%	-$46.4K	﹤0.01%	1473
2021 Q2	$111K	Buy	4,016 +1,013	+34%	+$27.9K	﹤0.01%	1193
2021 Q1	$81K	Buy	3,003 +1,798	+149%	+$49.4K	﹤0.01%	1254
2020 Q4	$33K	Buy	1,205 +518	+75%	+$14.1K	﹤0.01%	1601
2020 Q3	$19K	Buy	+687	New	+$18.7K	﹤0.01%	1677

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

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

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

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

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

IFP Advisors's MMIN Position: Q4 2023 in Review

IFP Advisors sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q4 2023, closing a stake of 3,443 shares — an estimated $78.7K sold.

IFP Advisors first reported a position in MMIN in Q3 2020 and held it in 13 quarters. The position peaked at $393K in Q2 2022. 53 funds tracked by Wall St. Rank hold MMIN as of Q4 2023.

IFP Advisors reported no remaining IQ MacKay Municipal Insured ETF position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 3,443 IQ MacKay Municipal Insured ETF shares in Q4 2023, an estimated $78.7K.
IFP Advisors first reported a position in IQ MacKay Municipal Insured ETF in Q3 2020 and held it in 13 quarters.
IFP Advisors's IQ MacKay Municipal Insured ETF position peaked at $393K in Q2 2022.
53 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.