MAI Capital Management’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

MAI Capital Management’s Portfolio MMIN Stock Details MMIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,095	Closed	-$49.7K	–	3678
2026 Q1	$49.7K	Buy	2,095 +95	+5%	+$2.29K	﹤0.01%	2225
2025 Q4	$47.9K	Hold	2,000	–	–	﹤0.01%	2032
2025 Q3	$47.6K	Hold	2,000	–	–	﹤0.01%	1959
2025 Q2	$46.6K	Hold	2,000	–	–	﹤0.01%	1895
2025 Q1	$47.3K	Hold	2,000	–	–	﹤0.01%	1776
2024 Q4	$47.7K	Buy	+2,000	New	+$48.4K	﹤0.01%	1789

Other funds holding MMIN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

MAI Capital Management's MMIN Position: Q2 2026 in Review

MAI Capital Management sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q2 2026, closing a stake of 2,095 shares — an estimated $49.7K sold.

MAI Capital Management first reported a position in MMIN in Q4 2024 and held it in 6 quarters. The position peaked at $49.7K in Q1 2026. 70 funds tracked by Wall St. Rank hold MMIN as of Q2 2026.

MAI Capital Management reported no remaining IQ MacKay Municipal Insured ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 2,095 IQ MacKay Municipal Insured ETF shares in Q2 2026, an estimated $49.7K.
MAI Capital Management first reported a position in IQ MacKay Municipal Insured ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's IQ MacKay Municipal Insured ETF position peaked at $49.7K in Q1 2026.
70 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.