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Kowal Investment Group’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Kowal Investment Group’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
2023
Q3 		– Sell
-11,749
Closed -$286K – 162
2023
Q2 		$286K Hold
11,749
– – 0.08% 125
2023
Q1 		$289K Buy
+11,749
New +$287K 0.08% 122

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Kowal Investment Group's MMIT Position: Q3 2023 in Review

Kowal Investment Group sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q3 2023, closing a stake of 11,749 shares — an estimated $286K sold.

Kowal Investment Group first reported a position in MMIT in Q1 2023 and held it in 2 quarters. The position peaked at $289K in Q1 2023. 78 funds tracked by Wall St. Rank hold MMIT as of Q3 2023.

  • Kowal Investment Group reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q3 2023 after selling out during the quarter.
  • Kowal Investment Group sold 11,749 IQ MacKay Municipal Intermediate ETF shares in Q3 2023, an estimated $286K.
  • Kowal Investment Group first reported a position in IQ MacKay Municipal Intermediate ETF in Q1 2023 and held it in 2 quarters.
  • Kowal Investment Group's IQ MacKay Municipal Intermediate ETF position peaked at $289K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q3 2023.

Based on Kowal Investment Group's 13F filing for Q3 2023, filed 25 Oct 2023.