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

JNBA Financial 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
2024 Q2	–	Sell	-136	Closed	-$3.3K	–	661
2024 Q1	$3.3K	Buy	136 +1	+0.7%	+$24	﹤0.01%	568
2023 Q4	$3.31K	Buy	135 +2	+2%	+$47	﹤0.01%	574
2023 Q3	$3.05K	Buy	133 +1	+0.8%	+$24	﹤0.01%	592
2023 Q2	$3.2K	Buy	132 +1	+0.8%	+$24	﹤0.01%	582
2023 Q1	$3.19K	Buy	131 +1	+0.8%	+$24	﹤0.01%	591
2022 Q4	$3.08K	Buy	130 +2	+2%	+$47	﹤0.01%	556
2022 Q3	$3K	Hold	128	–	–	﹤0.01%	573
2022 Q2	$3K	Buy	128 +1	+0.8%	+$25	﹤0.01%	615
2022 Q1	$3K	Hold	127	–	–	﹤0.01%	602
2021 Q4	$3K	Buy	127 +1	+0.8%	+$27	﹤0.01%	697
2021 Q3	$3K	Hold	126	–	–	﹤0.01%	642
2021 Q2	$3K	Buy	126 +1	+0.8%	+$28	﹤0.01%	595
2021 Q1	$3K	Buy	+125	New	+$3.44K	﹤0.01%	575

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JNBA Financial Advisors's MMIN Position: Q2 2024 in Review

JNBA Financial Advisors sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q2 2024, closing a stake of 136 shares — an estimated $3.3K sold.

JNBA Financial Advisors first reported a position in MMIN in Q1 2021 and held it in 13 quarters. The position peaked at $3.31K in Q4 2023. 56 funds tracked by Wall St. Rank hold MMIN as of Q2 2024.

JNBA Financial Advisors reported no remaining IQ MacKay Municipal Insured ETF position as of Q2 2024 after selling out during the quarter.
JNBA Financial Advisors sold 136 IQ MacKay Municipal Insured ETF shares in Q2 2024, an estimated $3.3K.
JNBA Financial Advisors first reported a position in IQ MacKay Municipal Insured ETF in Q1 2021 and held it in 13 quarters.
JNBA Financial Advisors's IQ MacKay Municipal Insured ETF position peaked at $3.31K in Q4 2023.
56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2024.

Based on JNBA Financial Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.