PWMG
MMIT icon

Prestige Wealth Management Group’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Prestige Wealth Management Group’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
Q1 		$5.84M Buy
241,710
+27,258
+13% +$667K 1.15% 20
2025
Q4 		$5.23M Sell
214,452
-31,774
-13% -$774K 1% 22
2025
Q3 		$5.98M Sell
246,226
-13,579
-5% -$325K 1.15% 21
2025
Q2 		$6.2M Sell
259,805
-15,656
-6% -$372K 1.26% 21
2025
Q1 		$6.6M Buy
275,461
+65,699
+31% +$1.58M 1.41% 15
2024
Q4 		$5.05M Sell
209,762
-24,670
-11% -$599K 1.05% 21
2024
Q3 		$5.77M Sell
234,432
-1,718
-0.7% -$41.9K 1.19% 20
2024
Q2 		$5.71M Sell
236,150
-2,995
-1% -$72.3K 1.23% 21
2024
Q1 		$5.83M Buy
239,145
+47,692
+25% +$1.17M 1.26% 21
2023
Q4 		$4.72M Buy
191,453
+29,155
+18% +$696K 1.07% 19
2023
Q3 		$3.81M Sell
162,298
-5,084
-3% -$122K 0.94% 21
2023
Q2 		$4.08M Buy
167,382
+15,423
+10% +$376K 0.97% 19
2023
Q1 		$3.74M Buy
151,959
+238
+0.2% +$5.82K 0.94% 20
2022
Q4 		$3.67M Sell
151,721
-79,092
-34% -$1.88M 0.96% 21
2022
Q3 		$5.4M Sell
230,813
-5,159
-2% -$126K 1.52% 17
2022
Q2 		$5.73M Buy
235,972
+3,744
+2% +$91.5K 1.55% 17
2022
Q1 		$5.83M Sell
232,228
-1,919
-0.8% -$49.6K 1.44% 17
2021
Q4 		$6.24M Buy
234,147
+3,993
+2% +$107K 1.49% 14
2021
Q3 		$6.14M Buy
230,154
+25,074
+12% +$675K 1.57% 14
2021
Q2 		$5.51M Sell
205,080
-29,869
-13% -$802K 1.46% 14
2021
Q1 		$6.26M Sell
234,949
-16,475
-7% -$441K 1.71% 14
2020
Q4 		$6.72M Buy
251,424
+24,302
+11% +$643K 1.84% 13
2020
Q3 		$5.99M Buy
+227,122
New +$6M 1.81% 11

Other funds holding MMIT

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Prestige Wealth Management Group's MMIT Position: Q1 2026 in Review

Prestige Wealth Management Group increased its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 13% in Q1 2026, buying an estimated $667K and bringing the position to 241,710 shares worth $5.84M. The position accounts for 1.15% of the portfolio, ranked #20.

Prestige Wealth Management Group first reported a position in MMIT in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.72M in Q4 2020. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

  • Prestige Wealth Management Group held 241,710 shares of IQ MacKay Municipal Intermediate ETF worth $5.84M as of Q1 2026.
  • Prestige Wealth Management Group bought 27,258 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $667K.
  • IQ MacKay Municipal Intermediate ETF made up 1.15% of Prestige Wealth Management Group's portfolio in Q1 2026, its #20 holding.
  • Prestige Wealth Management Group first reported a position in IQ MacKay Municipal Intermediate ETF in Q3 2020 and has held it in 23 quarters since.
  • Prestige Wealth Management Group's IQ MacKay Municipal Intermediate ETF position peaked at $6.72M in Q4 2020.
  • 159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.