Key Financial Inc’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Key Financial Inc’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 Q3	–	Sell	-1,846	Closed	-$44.3K	–	1360
2024 Q2	$44.3K	Hold	1,846	–	–	0.01%	487
2024 Q1	$44.9K	Hold	1,846	–	–	0.01%	451
2023 Q4	$45.3K	Hold	1,846	–	–	0.01%	445
2023 Q3	$42.2K	Hold	1,846	–	–	0.01%	434
2023 Q2	$44.7K	Hold	1,846	–	–	0.01%	426
2023 Q1	$45.1K	Sell	1,846 -7,664	-81%	-$186K	0.02%	409
2022 Q4	$219K	Hold	9,510	–	–	0.1%	155
2022 Q3	$219K	Buy	9,510 +7,664	+415%	+$186K	0.1%	157
2022 Q2	$45K	Sell	1,846 -3	-0.2%	-$74	0.02%	379
2022 Q1	$47K	Buy	+1,849	New	+$49.1K	0.02%	372

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

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

Key Financial Inc's MMIN Position: Q3 2024 in Review

Key Financial Inc sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q3 2024, closing a stake of 1,846 shares — an estimated $44.3K sold.

Key Financial Inc first reported a position in MMIN in Q1 2022 and held it in 10 quarters. The position peaked at $219K in Q3 2022. 56 funds tracked by Wall St. Rank hold MMIN as of Q3 2024.

Key Financial Inc reported no remaining IQ MacKay Municipal Insured ETF position as of Q3 2024 after selling out during the quarter.
Key Financial Inc sold 1,846 IQ MacKay Municipal Insured ETF shares in Q3 2024, an estimated $44.3K.
Key Financial Inc first reported a position in IQ MacKay Municipal Insured ETF in Q1 2022 and held it in 10 quarters.
Key Financial Inc's IQ MacKay Municipal Insured ETF position peaked at $219K in Q3 2022.
56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q3 2024.

Based on Key Financial Inc's 13F filing for Q3 2024, filed 29 Oct 2024.