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Lifeworks Advisors’s Mairs & Power Minnesota Municipal Bond ETF MINN Stock Holding History

Lifeworks Advisors’s Portfolio MINN Stock Details MINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,992
Closed -$201K – 135
2021
Q4 		$201K Buy
+7,992
New +$200K 0.16% 109

Other funds holding MINN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Lifeworks Advisors's MINN Position: Q1 2022 in Review

Lifeworks Advisors sold out of Mairs & Power Minnesota Municipal Bond ETF (MINN) in Q1 2022, closing a stake of 7,992 shares — an estimated $201K sold.

Lifeworks Advisors first reported a position in MINN in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 10 funds tracked by Wall St. Rank hold MINN as of Q1 2022.

  • Lifeworks Advisors reported no remaining Mairs & Power Minnesota Municipal Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Lifeworks Advisors sold 7,992 Mairs & Power Minnesota Municipal Bond ETF shares in Q1 2022, an estimated $201K.
  • Lifeworks Advisors first reported a position in Mairs & Power Minnesota Municipal Bond ETF in Q4 2021 and held it in 1 quarter.
  • Lifeworks Advisors's Mairs & Power Minnesota Municipal Bond ETF position peaked at $201K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Mairs & Power Minnesota Municipal Bond ETF as of Q1 2022.

Based on Lifeworks Advisors's 13F filing for Q1 2022, filed 16 May 2022.