Marcum Wealth’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Marcum Wealth’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
2025 Q1	$3.47M	Buy	147,030 +5,797	+4%	+$138K	0.3%	40
2024 Q4	$3.37M	Buy	141,233 +317	+0.2%	+$7.67K	0.29%	41
2024 Q3	$3.46M	Buy	140,916 +12,955	+10%	+$315K	0.32%	37
2024 Q2	$3.07M	Buy	127,961 +9,183	+8%	+$220K	0.31%	38
2024 Q1	$2.89M	Buy	118,778 +28,025	+31%	+$683K	0.29%	33
2023 Q4	$2.23M	Buy	90,753 +19,056	+27%	+$445K	0.24%	44
2023 Q3	$1.64M	Buy	71,697 +9,586	+15%	+$228K	0.2%	59
2023 Q2	$1.5M	Buy	62,111 +6,800	+12%	+$165K	0.18%	62
2023 Q1	$1.35M	Buy	55,311 +18,018	+48%	+$436K	0.17%	69
2022 Q4	$886K	Buy	37,293 +7,459	+25%	+$175K	0.12%	102
2022 Q3	$686K	Buy	29,834 +5,226	+21%	+$127K	0.1%	126
2022 Q2	$597K	Buy	+24,608	New	+$605K	0.09%	137

Other funds holding MMIN

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

RFA

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCA

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

SDWMA

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

Marcum Wealth's MMIN Position: Q1 2025 in Review

Marcum Wealth increased its IQ MacKay Municipal Insured ETF (MMIN) stake by 4.1% in Q1 2025, buying an estimated $138K and bringing the position to 147,030 shares worth $3.47M. The position accounts for 0.3% of the portfolio, ranked #40.

Marcum Wealth first reported a position in MMIN in Q2 2022 and has held it in 12 quarters since. 51 funds tracked by Wall St. Rank hold MMIN as of Q1 2025.

Marcum Wealth held 147,030 shares of IQ MacKay Municipal Insured ETF worth $3.47M as of Q1 2025.
Marcum Wealth bought 5,797 IQ MacKay Municipal Insured ETF shares in Q1 2025, an estimated $138K.
IQ MacKay Municipal Insured ETF made up 0.3% of Marcum Wealth's portfolio in Q1 2025, its #40 holding.
Marcum Wealth first reported a position in IQ MacKay Municipal Insured ETF in Q2 2022 and has held it in 12 quarters since.
51 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.