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

Minot Wealth 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
2022 Q1	–	Sell	-870,085	Closed	-$23.9M	–	219
2021 Q4	$23.9M	Sell	870,085 -39,300	-4%	-$1.08M	4.61%	3
2021 Q3	$24.9M	Sell	909,385 -11,693	-1%	-$324K	5.39%	2
2021 Q2	$25.6M	Buy	921,078 +988	+0.1%	+$27.2K	5.6%	1
2021 Q1	$25.1M	Buy	920,090 +317,810	+53%	+$8.73M	6.41%	1
2020 Q4	$16.6M	Buy	602,280 +532,280	+760%	+$14.5M	4.96%	2
2020 Q3	$1.9M	Buy	+70,000	New	+$1.91M	0.72%	52

Other funds holding MMIN

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RFA

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Minot Wealth Management's MMIN Position: Q1 2022 in Review

Minot Wealth Management sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q1 2022, closing a stake of 870,085 shares — an estimated $23.9M sold.

Minot Wealth Management first reported a position in MMIN in Q3 2020 and held it in 6 quarters. The position peaked at $25.6M in Q2 2021. 59 funds tracked by Wall St. Rank hold MMIN as of Q1 2022.

Minot Wealth Management reported no remaining IQ MacKay Municipal Insured ETF position as of Q1 2022 after selling out during the quarter.
Minot Wealth Management sold 870,085 IQ MacKay Municipal Insured ETF shares in Q1 2022, an estimated $23.9M.
Minot Wealth Management first reported a position in IQ MacKay Municipal Insured ETF in Q3 2020 and held it in 6 quarters.
Minot Wealth Management's IQ MacKay Municipal Insured ETF position peaked at $25.6M in Q2 2021.
59 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2022.

Based on Minot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.