Integrated Wealth Concepts’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Integrated Wealth Concepts’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
2024 Q4	–	Sell	-48,531	Closed	-$1.19M	–	1759
2024 Q3	$1.19M	Sell	48,531 -97,272	-67%	-$2.37M	0.01%	731
2024 Q2	$3.53M	Buy	145,803 +2,420	+2%	+$58.4K	0.05%	347
2024 Q1	$3.5M	Sell	143,383 -1,140	-0.8%	-$27.9K	0.05%	345
2023 Q4	$3.55M	Buy	144,523 +7,536	+6%	+$180K	0.06%	306
2023 Q3	$3.22M	Sell	136,987 -4,268	-3%	-$103K	0.06%	308
2023 Q2	$3.44M	Buy	141,255 +22,766	+19%	+$555K	0.06%	303
2023 Q1	$2.91M	Buy	118,489 +13,685	+13%	+$334K	0.06%	296
2022 Q4	$2.53M	Sell	104,804 -3,413	-3%	-$81.3K	0.07%	268
2022 Q3	$2.53M	Buy	108,217 +22,418	+26%	+$546K	0.08%	229
2022 Q2	$2.08M	Buy	+85,799	New	+$2.1M	0.06%	269

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SDWMA

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

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

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

IWP

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Integrated Wealth Concepts's MMIT Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q4 2024, closing a stake of 48,531 shares — an estimated $1.19M sold.

Integrated Wealth Concepts first reported a position in MMIT in Q2 2022 and held it in 10 quarters. The position peaked at $3.55M in Q4 2023. 110 funds tracked by Wall St. Rank hold MMIT as of Q4 2024.

Integrated Wealth Concepts reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q4 2024 after selling out during the quarter.
Integrated Wealth Concepts sold 48,531 IQ MacKay Municipal Intermediate ETF shares in Q4 2024, an estimated $1.19M.
Integrated Wealth Concepts first reported a position in IQ MacKay Municipal Intermediate ETF in Q2 2022 and held it in 10 quarters.
Integrated Wealth Concepts's IQ MacKay Municipal Intermediate ETF position peaked at $3.55M in Q4 2023.
110 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.