Legacy CG’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Legacy CG’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 Q3	–	Sell	-3,485	Closed	-$85K	–	96
2022 Q2	$85K	Sell	3,485 -224,459	-98%	-$5.52M	0.06%	56
2022 Q1	$5.83M	Buy	+227,944	New	+$6.06M	3.79%	4

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Legacy CG's MMIN Position: Q3 2022 in Review

Legacy CG sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q3 2022, closing a stake of 3,485 shares — an estimated $85K sold.

Legacy CG first reported a position in MMIN in Q1 2022 and held it in 2 quarters. The position peaked at $5.83M in Q1 2022. 56 funds tracked by Wall St. Rank hold MMIN as of Q3 2022.

Legacy CG reported no remaining IQ MacKay Municipal Insured ETF position as of Q3 2022 after selling out during the quarter.
Legacy CG sold 3,485 IQ MacKay Municipal Insured ETF shares in Q3 2022, an estimated $85K.
Legacy CG first reported a position in IQ MacKay Municipal Insured ETF in Q1 2022 and held it in 2 quarters.
Legacy CG's IQ MacKay Municipal Insured ETF position peaked at $5.83M in Q1 2022.
56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q3 2022.

Based on Legacy CG's 13F filing for Q3 2022, filed 4 Nov 2022.