Next Financial Group’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Next Financial Group’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 Q4	$1.65M	Sell	59,792 -49,996	-46%	-$1.37M	0.11%	209
2021 Q3	$3.01M	Buy	109,788 +449	+0.4%	+$12.5K	0.23%	94
2021 Q2	$3.02M	Sell	109,339 -5,036	-4%	-$139K	0.24%	87
2021 Q1	$3.12M	Sell	114,375 -18,887	-14%	-$519K	0.28%	76
2020 Q4	$3.68M	Buy	133,262 +23,635	+22%	+$646K	0.35%	55
2020 Q3	$2.98M	Buy	109,627 +13,481	+14%	+$368K	0.32%	77
2020 Q2	$2.6M	Buy	96,146 +2,246	+2%	+$59.8K	0.3%	85
2020 Q1	$2.5M	Buy	93,900 +44,000	+88%	+$1.16M	0.32%	67
2019 Q4	$1.31M	Buy	+49,900	New	+$1.31M	0.14%	179

Other funds holding MMIN

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

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

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

CFO4Life Group Coppell, Texas $656M AUM 17.88% 1-Year Est. Return

RJFSA

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

NWM

NEIRG Wealth Management North Andover, Massachusetts $542M AUM 10.92% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Next Financial Group's MMIN Position: Q4 2021 in Review

Next Financial Group reduced its IQ MacKay Municipal Insured ETF (MMIN) stake by 46% in Q4 2021, selling an estimated $1.37M and leaving 59,792 shares worth $1.65M. The position accounts for 0.11% of the portfolio, ranked #209.

Next Financial Group first reported a position in MMIN in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.68M in Q4 2020. 63 funds tracked by Wall St. Rank hold MMIN as of Q4 2021.

Next Financial Group held 59,792 shares of IQ MacKay Municipal Insured ETF worth $1.65M as of Q4 2021.
Next Financial Group sold 49,996 IQ MacKay Municipal Insured ETF shares in Q4 2021, an estimated $1.37M.
IQ MacKay Municipal Insured ETF made up 0.11% of Next Financial Group's portfolio in Q4 2021, its #209 holding.
Next Financial Group first reported a position in IQ MacKay Municipal Insured ETF in Q4 2019 and has held it in 9 quarters since.
Next Financial Group's IQ MacKay Municipal Insured ETF position peaked at $3.68M in Q4 2020.
63 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.