Journey Strategic Wealth’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Journey Strategic Wealth’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	$4.65M	Buy	192,888 +54,216	+39%	+$1.33M	0.12%	51
2025 Q4	$3.37M	Buy	138,672 +13,539	+11%	+$330K	0.09%	63
2025 Q3	$3.04M	Buy	125,133 +7,147	+6%	+$171K	0.09%	65
2025 Q2	$2.81M	Sell	117,986 -9,058	-7%	-$215K	0.09%	67
2025 Q1	$3.05M	Buy	127,044 +13,438	+12%	+$324K	0.11%	59
2024 Q4	$2.73M	Buy	113,606 +30,403	+37%	+$738K	0.1%	55
2024 Q3	$2.05M	Buy	83,203 +3,046	+4%	+$74.3K	0.08%	70
2024 Q2	$1.94M	Buy	80,157 +18,888	+31%	+$456K	0.08%	50
2024 Q1	$1.49M	Buy	61,269 +4,211	+7%	+$103K	0.07%	54
2023 Q4	$1.4M	Buy	57,058 +490	+0.9%	+$11.7K	0.07%	49
2023 Q3	$1.33M	Buy	56,568 +4,746	+9%	+$114K	0.06%	47
2023 Q2	$1.26M	Buy	51,822 +1,614	+3%	+$39.4K	0.06%	49
2023 Q1	$1.23M	Sell	50,208 -4,338	-8%	-$106K	0.13%	48
2022 Q4	$1.32M	Buy	54,546 +30,412	+126%	+$724K	0.15%	47
2022 Q3	$564K	Buy	+24,134	New	+$587K	0.08%	61

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

Journey Strategic Wealth's MMIT Position: Q1 2026 in Review

Journey Strategic Wealth increased its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 39% in Q1 2026, buying an estimated $1.33M and bringing the position to 192,888 shares worth $4.65M. The position accounts for 0.12% of the portfolio, ranked #51.

Journey Strategic Wealth first reported a position in MMIT in Q3 2022 and has held it in 15 quarters since. 160 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Journey Strategic Wealth held 192,888 shares of IQ MacKay Municipal Intermediate ETF worth $4.65M as of Q1 2026.
Journey Strategic Wealth bought 54,216 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $1.33M.
IQ MacKay Municipal Intermediate ETF made up 0.12% of Journey Strategic Wealth's portfolio in Q1 2026, its #51 holding.
Journey Strategic Wealth first reported a position in IQ MacKay Municipal Intermediate ETF in Q3 2022 and has held it in 15 quarters since.
160 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.