J.W. Cole Advisors’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

J.W. Cole 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 Q1	–	Sell	-9,080	Closed	-$216K	–	797
2022 Q4	$216K	Hold	9,080	–	–	0.02%	668
2022 Q3	$209K	Hold	9,080	–	–	0.02%	662
2022 Q2	$220K	Hold	9,080	–	–	0.02%	651
2022 Q1	$232K	Sell	9,080 -931	-9%	-$24.7K	0.02%	703
2021 Q4	$276K	Hold	10,011	–	–	0.02%	679
2021 Q3	$275K	Hold	10,011	–	–	0.02%	375
2021 Q2	$277K	Buy	10,011 +1,810	+22%	+$49.9K	0.02%	605
2021 Q1	$224K	Buy	8,201 +350	+4%	+$9.62K	0.02%	597
2020 Q4	$217K	Hold	7,851	–	–	0.02%	570
2020 Q3	$214K	Buy	+7,851	New	+$214K	0.02%	653

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

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

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

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

J.W. Cole Advisors's MMIN Position: Q1 2023 in Review

J.W. Cole Advisors sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q1 2023, closing a stake of 9,080 shares — an estimated $216K sold.

J.W. Cole Advisors first reported a position in MMIN in Q3 2020 and held it in 10 quarters. The position peaked at $277K in Q2 2021. 48 funds tracked by Wall St. Rank hold MMIN as of Q1 2023.

J.W. Cole Advisors reported no remaining IQ MacKay Municipal Insured ETF position as of Q1 2023 after selling out during the quarter.
J.W. Cole Advisors sold 9,080 IQ MacKay Municipal Insured ETF shares in Q1 2023, an estimated $216K.
J.W. Cole Advisors first reported a position in IQ MacKay Municipal Insured ETF in Q3 2020 and held it in 10 quarters.
J.W. Cole Advisors's IQ MacKay Municipal Insured ETF position peaked at $277K in Q2 2021.
48 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2023.

Based on J.W. Cole Advisors's 13F filing for Q1 2023, filed 3 May 2023.