Orgel Wealth Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Orgel Wealth Management’s Portfolio MMIT Stock Details MMIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,575,324	Closed	-$158M	–	114
2026 Q1	$158M	Buy	6,575,324 +249,583	+4%	+$6.11M	3.42%	13
2025 Q4	$154M	Buy	6,325,741 +222,858	+4%	+$5.43M	3.4%	11
2025 Q3	$148M	Buy	6,102,883 +193,657	+3%	+$4.64M	3.38%	11
2025 Q2	$141M	Buy	+5,909,226	New	+$140M	3.4%	11

Other funds holding MMIT

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Orgel Wealth Management's MMIT Position: Q2 2026 in Review

Orgel Wealth Management sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q2 2026, closing a stake of 6,575,324 shares — an estimated $158M sold.

Orgel Wealth Management first reported a position in MMIT in Q2 2025 and held it in 4 quarters. The position peaked at $158M in Q1 2026. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Orgel Wealth Management reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q2 2026 after selling out during the quarter.
Orgel Wealth Management sold 6,575,324 IQ MacKay Municipal Intermediate ETF shares in Q2 2026, an estimated $158M.
Orgel Wealth Management first reported a position in IQ MacKay Municipal Intermediate ETF in Q2 2025 and held it in 4 quarters.
Orgel Wealth Management's IQ MacKay Municipal Intermediate ETF position peaked at $158M in Q1 2026.
171 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.