Osborne Partners Capital Management’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Osborne Partners Capital 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
2023 Q3	–	Sell	-8,500	Closed	-$206K	–	204
2023 Q2	$206K	Buy	+8,500	New	+$206K	0.01%	199

Other funds holding MMIN

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

RFA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osborne Partners Capital Management's MMIN Position: Q3 2023 in Review

Osborne Partners Capital Management sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q3 2023, closing a stake of 8,500 shares — an estimated $206K sold.

Osborne Partners Capital Management first reported a position in MMIN in Q2 2023 and held it in 1 quarter. The position peaked at $206K in Q2 2023. 54 funds tracked by Wall St. Rank hold MMIN as of Q3 2023.

Osborne Partners Capital Management reported no remaining IQ MacKay Municipal Insured ETF position as of Q3 2023 after selling out during the quarter.
Osborne Partners Capital Management sold 8,500 IQ MacKay Municipal Insured ETF shares in Q3 2023, an estimated $206K.
Osborne Partners Capital Management first reported a position in IQ MacKay Municipal Insured ETF in Q2 2023 and held it in 1 quarter.
Osborne Partners Capital Management's IQ MacKay Municipal Insured ETF position peaked at $206K in Q2 2023.
54 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q3 2023.

Based on Osborne Partners Capital Management's 13F filing for Q3 2023, filed 26 Oct 2023.