Laurel Wealth Advisors (California)’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$215K	Hold	9,062	–	–	0.02%	613
2022 Q3	$208K	Hold	9,062	–	–	0.02%	603
2022 Q2	$220K	Sell	9,062 -13,063	-59%	-$321K	0.02%	602
2022 Q1	$566K	Sell	22,125 -2,500	-10%	-$66.4K	0.05%	376
2021 Q4	$678K	Sell	24,625 -1,842	-7%	-$50.6K	0.05%	354
2021 Q3	$726K	Sell	26,467 -14,036	-35%	-$389K	0.13%	181
2021 Q2	$1.12M	Buy	40,503 +25	+0.1%	+$689	0.15%	159
2021 Q1	$1.1M	Buy	+40,478	New	+$1.11M	0.17%	147

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MMIN Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its IQ MacKay Municipal Insured ETF (MMIN) position steady in Q4 2022 at 9,062 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #613.

Laurel Wealth Advisors (California) first reported a position in MMIN in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.12M in Q2 2021. 56 funds tracked by Wall St. Rank hold MMIN as of Q4 2022.

Laurel Wealth Advisors (California) held 9,062 shares of IQ MacKay Municipal Insured ETF worth $215K as of Q4 2022.
Laurel Wealth Advisors (California) left its IQ MacKay Municipal Insured ETF share count unchanged in Q4 2022.
IQ MacKay Municipal Insured ETF made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #613 holding.
Laurel Wealth Advisors (California) first reported a position in IQ MacKay Municipal Insured ETF in Q1 2021 and has held it in 8 quarters since.
Laurel Wealth Advisors (California)'s IQ MacKay Municipal Insured ETF position peaked at $1.12M in Q2 2021.
56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.