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

Orgel 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
2025 Q2	–	Sell	-6,144,016	Closed	-$145M	–	88
2025 Q1	$145M	Buy	6,144,016 +15,202	+0.2%	+$363K	3.77%	11
2024 Q4	$146M	Sell	6,128,814 -195,449	-3%	-$4.73M	3.81%	11
2024 Q3	$155M	Buy	6,324,263 +824,578	+15%	+$20.1M	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%	+$2.6M	3.58%	10
2023 Q4	$129M	Sell	5,262,319 -88,012	-2%	-$2.06M	3.82%	8
2023 Q3	$122M	Buy	5,350,331 +37,598	+0.7%	+$893K	4.13%	8
2023 Q2	$129M	Buy	5,312,733 +1,678,962	+46%	+$40.7M	4.25%	7
2023 Q1	$88.7M	Buy	3,633,771 +212,875	+6%	+$5.16M	3.17%	9
2022 Q4	$81.2M	Buy	3,420,896 +1,301,907	+61%	+$30.5M	3.12%	10
2022 Q3	$48.7M	Buy	+2,118,989	New	+$51.4M	2.4%	10

Other funds holding MMIN

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

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

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

RFA

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

SDWMA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCA

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

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

Orgel Wealth Management's MMIN Position: Q2 2025 in Review

Orgel Wealth Management sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q2 2025, closing a stake of 6,144,016 shares — an estimated $145M sold.

Orgel Wealth Management first reported a position in MMIN in Q3 2022 and held it in 11 quarters. The position peaked at $155M in Q3 2024. 54 funds tracked by Wall St. Rank hold MMIN as of Q2 2025.

Orgel Wealth Management reported no remaining IQ MacKay Municipal Insured ETF position as of Q2 2025 after selling out during the quarter.
Orgel Wealth Management sold 6,144,016 IQ MacKay Municipal Insured ETF shares in Q2 2025, an estimated $145M.
Orgel Wealth Management first reported a position in IQ MacKay Municipal Insured ETF in Q3 2022 and held it in 11 quarters.
Orgel Wealth Management's IQ MacKay Municipal Insured ETF position peaked at $155M in Q3 2024.
54 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2025.

Based on Orgel Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.