Lincoln National Corp’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-18,159	Closed	-$443K	–	731
2024 Q1	$443K	Buy	18,159 +2,679	+17%	+$65.5K	0.01%	796
2023 Q4	$380K	Buy	15,480 +3,500	+29%	+$83.5K	0.01%	778
2023 Q3	$282K	Buy	+11,980	New	+$288K	0.01%	818

Other funds holding MMIT

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

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

RJFSA

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Lincoln National Corp's MMIT Position: Q2 2024 in Review

Lincoln National Corp sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q2 2024, closing a stake of 18,159 shares — an estimated $443K sold.

Lincoln National Corp first reported a position in MMIT in Q3 2023 and held it in 3 quarters. The position peaked at $443K in Q1 2024. 94 funds tracked by Wall St. Rank hold MMIT as of Q2 2024.

Lincoln National Corp reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 18,159 IQ MacKay Municipal Intermediate ETF shares in Q2 2024, an estimated $443K.
Lincoln National Corp first reported a position in IQ MacKay Municipal Intermediate ETF in Q3 2023 and held it in 3 quarters.
Lincoln National Corp's IQ MacKay Municipal Intermediate ETF position peaked at $443K in Q1 2024.
94 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.