Orion Portfolio Solutions’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$10.5M	Buy	+439,103	New	+$10.6M	0.1%	184

Other funds holding MMIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

SDWMA

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

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Orion Portfolio Solutions's MMIT Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in IQ MacKay Municipal Intermediate ETF (MMIT) in Q1 2025: 439,103 shares worth $10.5M. The stake represents 0.1% of the portfolio and ranks #184 among its holdings.

118 funds tracked by Wall St. Rank hold MMIT as of Q1 2025.

Orion Portfolio Solutions held 439,103 shares of IQ MacKay Municipal Intermediate ETF worth $10.5M as of Q1 2025.
IQ MacKay Municipal Intermediate ETF was a new Orion Portfolio Solutions position in Q1 2025.
IQ MacKay Municipal Intermediate ETF made up 0.1% of Orion Portfolio Solutions's portfolio in Q1 2025, its #184 holding.
118 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.