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Legacy CG’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Legacy CG’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
2022
Q3 		– Sell
-2,340
Closed -$57K – 97
2022
Q2 		$57K Sell
2,340
-5,982
-72% -$146K 0.04% 61
2022
Q1 		$209K Sell
8,322
-323,613
-97% -$8.37M 0.14% 47
2021
Q4 		$8.85M Buy
+331,935
New +$8.86M 5.32% 3

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

Legacy CG's MMIT Position: Q3 2022 in Review

Legacy CG sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q3 2022, closing a stake of 2,340 shares — an estimated $57K sold.

Legacy CG first reported a position in MMIT in Q4 2021 and held it in 3 quarters. The position peaked at $8.85M in Q4 2021. 56 funds tracked by Wall St. Rank hold MMIT as of Q3 2022.

  • Legacy CG reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q3 2022 after selling out during the quarter.
  • Legacy CG sold 2,340 IQ MacKay Municipal Intermediate ETF shares in Q3 2022, an estimated $57K.
  • Legacy CG first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2021 and held it in 3 quarters.
  • Legacy CG's IQ MacKay Municipal Intermediate ETF position peaked at $8.85M in Q4 2021.
  • 56 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q3 2022.

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