Kuhn & Co Investment Counsel’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Kuhn & Co Investment Counsel’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	$1.59M	Sell	65,843 -1,006	-2%	-$24.6K	1.02%	29
2025 Q4	$1.63M	Buy	66,849 +5,211	+8%	+$127K	1.08%	25
2025 Q3	$1.5M	Sell	61,638 -15,555	-20%	-$372K	1.19%	23
2025 Q2	$1.84M	Buy	77,193 +2,913	+4%	+$69.1K	1.39%	18
2025 Q1	$1.78M	Buy	74,280 +2,299	+3%	+$55.5K	1.5%	18
2024 Q4	$1.73M	Buy	71,981 +2,647	+4%	+$64.3K	1.47%	16
2024 Q3	$1.71M	Buy	69,334 +2,988	+5%	+$72.9K	1.46%	17
2024 Q2	$1.6M	Buy	66,346 +7,687	+13%	+$186K	1.44%	17
2024 Q1	$1.43M	Buy	58,659 +6,026	+11%	+$147K	1.35%	20
2023 Q4	$1.29M	Buy	+52,633	New	+$1.26M	1.32%	20

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

Kuhn & Co Investment Counsel's MMIT Position: Q1 2026 in Review

Kuhn & Co Investment Counsel reduced its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 1.5% in Q1 2026, selling an estimated $24.6K and leaving 65,843 shares worth $1.59M. The position accounts for 1.02% of the portfolio, ranked #29.

Kuhn & Co Investment Counsel first reported a position in MMIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.84M in Q2 2025. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Kuhn & Co Investment Counsel held 65,843 shares of IQ MacKay Municipal Intermediate ETF worth $1.59M as of Q1 2026.
Kuhn & Co Investment Counsel sold 1,006 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $24.6K.
IQ MacKay Municipal Intermediate ETF made up 1.02% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #29 holding.
Kuhn & Co Investment Counsel first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2023 and has held it in 10 quarters since.
Kuhn & Co Investment Counsel's IQ MacKay Municipal Intermediate ETF position peaked at $1.84M in Q2 2025.
159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.