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Physician Wealth Advisors’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Physician Wealth Advisors’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
2026
Q2 		$80.5K Buy
3,326
+49
+1% +$1.18K 0.01% 348
2026
Q1 		$77.7K Buy
3,277
+30
+0.9% +$722 0.01% 320
2025
Q4 		$77.7K Buy
3,247
+133
+4% +$3.19K 0.01% 310
2025
Q3 		$74.1K Buy
3,114
+58
+2% +$1.35K 0.01% 311
2025
Q2 		$71.2K Buy
3,056
+36
+1% +$836 0.01% 303
2025
Q1 		$71.4K Sell
3,020
-58
-2% -$1.39K 0.01% 290
2024
Q4 		$73.4K Buy
+3,078
New +$74.5K 0.01% 292

Other funds holding MMIN

AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
C
Croban Fremont, Ohio $227M AUM 16.8% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $214M AUM 10.53% 1-Year Est. Return

Physician Wealth Advisors's MMIN Position: Q2 2026 in Review

Physician Wealth Advisors increased its IQ MacKay Municipal Insured ETF (MMIN) stake by 1.5% in Q2 2026, buying an estimated $1.18K and bringing the position to 3,326 shares worth $80.5K. The position accounts for 0.01% of the portfolio, ranked #348.

Physician Wealth Advisors first reported a position in MMIN in Q4 2024 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold MMIN as of Q2 2026.

  • Physician Wealth Advisors held 3,326 shares of IQ MacKay Municipal Insured ETF worth $80.5K as of Q2 2026.
  • Physician Wealth Advisors bought 49 IQ MacKay Municipal Insured ETF shares in Q2 2026, an estimated $1.18K.
  • IQ MacKay Municipal Insured ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #348 holding.
  • Physician Wealth Advisors first reported a position in IQ MacKay Municipal Insured ETF in Q4 2024 and has held it in 7 quarters since.
  • 29 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.