Peak Planning Group’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Peak Planning Group’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 Q1	–	Sell	-17,619	Closed	-$420K	–	128
2024 Q4	$420K	Sell	17,619 -15,621	-47%	-$378K	0.18%	76
2024 Q3	$817K	Sell	33,240 -15,237	-31%	-$371K	0.36%	54
2024 Q2	$1.16M	Sell	48,477 -1,242	-2%	-$29.8K	0.57%	34
2024 Q1	$1.21M	Sell	49,719 -328	-0.7%	-$8K	0.76%	28
2023 Q4	$1.23M	Sell	50,047 -11,717	-19%	-$274K	0.88%	26
2023 Q3	$1.41M	Sell	61,764 -7,721	-11%	-$183K	1.11%	22
2023 Q2	$1.68M	Sell	69,485 -5,632	-7%	-$136K	1.25%	19
2023 Q1	$1.83M	Sell	75,117 -3,976	-5%	-$96.3K	1.49%	17
2022 Q4	$1.88M	Sell	79,093 -42,881	-35%	-$1M	1.65%	16
2022 Q3	$2.8M	Sell	121,974 -34,718	-22%	-$842K	2.59%	8
2022 Q2	$3.8M	Buy	+156,692	New	+$3.85M	3.19%	8

Other funds holding MMIN

OWM

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

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

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

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

RFA

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

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

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

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

SDWMA

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

Peak Planning Group's MMIN Position: Q1 2025 in Review

Peak Planning Group sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q1 2025, closing a stake of 17,619 shares — an estimated $420K sold.

Peak Planning Group first reported a position in MMIN in Q2 2022 and held it in 11 quarters. The position peaked at $3.8M in Q2 2022. 51 funds tracked by Wall St. Rank hold MMIN as of Q1 2025.

Peak Planning Group reported no remaining IQ MacKay Municipal Insured ETF position as of Q1 2025 after selling out during the quarter.
Peak Planning Group sold 17,619 IQ MacKay Municipal Insured ETF shares in Q1 2025, an estimated $420K.
Peak Planning Group first reported a position in IQ MacKay Municipal Insured ETF in Q2 2022 and held it in 11 quarters.
Peak Planning Group's IQ MacKay Municipal Insured ETF position peaked at $3.8M in Q2 2022.
51 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2025.

Based on Peak Planning Group's 13F filing for Q1 2025, filed 24 Jun 2026.