Lokken Investment Group’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Lokken Investment Group’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
2025 Q3	$446K	Buy	18,338 +2,928	+19%	+$70.1K	0.15%	96
2025 Q2	$368K	Buy	15,410 +5,283	+52%	+$125K	0.14%	97
2025 Q1	$243K	Sell	10,127 -955	-9%	-$23K	0.1%	117
2024 Q4	$266K	Hold	11,082	–	–	0.11%	111
2024 Q3	$273K	Hold	11,082	–	–	0.11%	117
2024 Q2	$268K	Buy	11,082 +40	+0.4%	+$966	0.13%	116
2024 Q1	$269K	Buy	11,042 +2,753	+33%	+$67.3K	0.13%	114
2023 Q4	$204K	Buy	+8,289	New	+$198K	0.12%	126

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

SDWMA

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

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

IWP

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

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

Lokken Investment Group's MMIT Position: Q3 2025 in Review

Lokken Investment Group increased its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 19% in Q3 2025, buying an estimated $70.1K and bringing the position to 18,338 shares worth $446K. The position accounts for 0.15% of the portfolio, ranked #96.

Lokken Investment Group first reported a position in MMIT in Q4 2023 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold MMIT as of Q3 2025.

Lokken Investment Group held 18,338 shares of IQ MacKay Municipal Intermediate ETF worth $446K as of Q3 2025.
Lokken Investment Group bought 2,928 IQ MacKay Municipal Intermediate ETF shares in Q3 2025, an estimated $70.1K.
IQ MacKay Municipal Intermediate ETF made up 0.15% of Lokken Investment Group's portfolio in Q3 2025, its #96 holding.
Lokken Investment Group first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2023 and has held it in 8 quarters since.
128 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.