J.W. Cole Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

J.W. Cole Advisors’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
2026 Q1	–	Sell	-17,837	Closed	-$434K	–	1204
2025 Q4	$434K	Buy	17,837 +1,846	+12%	+$44.9K	0.01%	947
2025 Q3	$389K	Buy	15,991 +433	+3%	+$10.4K	0.01%	1102
2025 Q2	$371K	Buy	15,558 +178	+1%	+$4.22K	0.01%	1038
2025 Q1	$369K	Buy	+15,380	New	+$371K	0.01%	875

Other funds holding MMIT

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

SDWMA

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

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

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

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

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

IWP

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

J.W. Cole Advisors's MMIT Position: Q1 2026 in Review

J.W. Cole Advisors sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q1 2026, closing a stake of 17,837 shares — an estimated $434K sold.

J.W. Cole Advisors first reported a position in MMIT in Q1 2025 and held it in 4 quarters. The position peaked at $434K in Q4 2025. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

J.W. Cole Advisors reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 17,837 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $434K.
J.W. Cole Advisors first reported a position in IQ MacKay Municipal Intermediate ETF in Q1 2025 and held it in 4 quarters.
J.W. Cole Advisors's IQ MacKay Municipal Intermediate ETF position peaked at $434K in Q4 2025.
159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.