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Larson Financial Group’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Larson Financial Group’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
-2,732
Closed -$66.4K – 2471
2024
Q1 		$66.4K Hold
2,732
– – 0.01% 627
2023
Q4 		$67.1K Buy
+2,732
New +$63.8K 0.01% 569

Other funds holding MMIN

OWM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Larson Financial Group's MMIN Position: Q2 2024 in Review

Larson Financial Group sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q2 2024, closing a stake of 2,732 shares — an estimated $66.4K sold.

Larson Financial Group first reported a position in MMIN in Q4 2023 and held it in 2 quarters. The position peaked at $67.1K in Q4 2023. 56 funds tracked by Wall St. Rank hold MMIN as of Q2 2024.

  • Larson Financial Group reported no remaining IQ MacKay Municipal Insured ETF position as of Q2 2024 after selling out during the quarter.
  • Larson Financial Group sold 2,732 IQ MacKay Municipal Insured ETF shares in Q2 2024, an estimated $66.4K.
  • Larson Financial Group first reported a position in IQ MacKay Municipal Insured ETF in Q4 2023 and held it in 2 quarters.
  • Larson Financial Group's IQ MacKay Municipal Insured ETF position peaked at $67.1K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2024.

Based on Larson Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.