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Mid Atlantic Financial Management’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$323K Buy
11,775
+18
+0.2% +$499 0.02% 632
2021
Q2 		$325K Buy
11,757
+1,827
+18% +$50.4K 0.02% 635
2021
Q1 		$271K Sell
9,930
-2,729
-22% -$75K 0.02% 667
2020
Q4 		$350K Buy
+12,659
New +$346K 0.03% 517

Other funds holding MMIN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Minot Wealth Management Westwood, Massachusetts $389M AUM 3.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CG
CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mid Atlantic Financial Management's MMIN Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its IQ MacKay Municipal Insured ETF (MMIN) stake by 0.15% in Q3 2021, buying an estimated $499 and bringing the position to 11,775 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #632.

Mid Atlantic Financial Management first reported a position in MMIN in Q4 2020 and has held it in 4 quarters since. The position peaked at $350K in Q4 2020. 59 funds tracked by Wall St. Rank hold MMIN as of Q3 2021.

  • Mid Atlantic Financial Management held 11,775 shares of IQ MacKay Municipal Insured ETF worth $323K as of Q3 2021.
  • Mid Atlantic Financial Management bought 18 IQ MacKay Municipal Insured ETF shares in Q3 2021, an estimated $499.
  • IQ MacKay Municipal Insured ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #632 holding.
  • Mid Atlantic Financial Management first reported a position in IQ MacKay Municipal Insured ETF in Q4 2020 and has held it in 4 quarters since.
  • Mid Atlantic Financial Management's IQ MacKay Municipal Insured ETF position peaked at $350K in Q4 2020.
  • 59 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.