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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,144,016
Closed -$145M 88
2025
Q1
$145M Buy
6,144,016
+15,202
+0.2% +$359K 3.77% 11
2024
Q4
$146M Sell
6,128,814
-195,449
-3% -$4.66M 3.81% 11
2024
Q3
$155M Buy
6,324,263
+824,578
+15% +$20.3M 3.89% 11
2024
Q2
$132M Buy
5,499,685
+130,851
+2% +$3.14M 3.57% 10
2024
Q1
$130M Buy
5,368,834
+106,515
+2% +$2.59M 3.58% 10
2023
Q4
$129M Sell
5,262,319
-88,012
-2% -$2.16M 3.82% 8
2023
Q3
$122M Buy
5,350,331
+37,598
+0.7% +$859K 4.13% 8
2023
Q2
$129M Buy
5,312,733
+1,678,962
+46% +$40.6M 4.25% 7
2023
Q1
$88.7M Buy
3,633,771
+212,875
+6% +$5.2M 3.17% 9
2022
Q4
$81.2M Buy
3,420,896
+1,301,907
+61% +$30.9M 3.12% 10
2022
Q3
$48.7M Buy
+2,118,989
New +$48.7M 2.4% 10