Level Four Advisory Services’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Level Four Advisory Services’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	$389K	Sell	16,136 -1,584	-9%	-$38.8K	0.01%	648
2025 Q4	$431K	Buy	17,720 +12	+0.1%	+$292	0.01%	602
2025 Q3	$430K	Buy	17,708 +131	+0.7%	+$3.14K	0.01%	599
2025 Q2	$419K	Sell	17,577 -333	-2%	-$7.9K	0.02%	567
2025 Q1	$429K	Buy	17,910 +1,269	+8%	+$30.6K	0.02%	536
2024 Q4	$400K	Sell	16,641 -1,208	-7%	-$29.3K	0.02%	547
2024 Q3	$432K	Buy	17,849 +3,778	+27%	+$92.2K	0.02%	540
2024 Q2	$340K	Buy	14,071 +591	+4%	+$14.3K	0.02%	575
2024 Q1	$331K	Hold	13,480	–	–	0.02%	578
2023 Q4	$331K	Buy	+13,480	New	+$322K	0.02%	578

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

Level Four Advisory Services's MMIT Position: Q1 2026 in Review

Level Four Advisory Services reduced its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 8.9% in Q1 2026, selling an estimated $38.8K and leaving 16,136 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #648.

Level Four Advisory Services first reported a position in MMIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $432K in Q3 2024. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Level Four Advisory Services held 16,136 shares of IQ MacKay Municipal Intermediate ETF worth $389K as of Q1 2026.
Level Four Advisory Services sold 1,584 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $38.8K.
IQ MacKay Municipal Intermediate ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #648 holding.
Level Four Advisory Services first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2023 and has held it in 10 quarters since.
Level Four Advisory Services's IQ MacKay Municipal Intermediate ETF position peaked at $432K in Q3 2024.
159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.