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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return