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Providence Capital Advisors’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Providence Capital 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
2024
Q4 		– Sell
-2,074
Closed -$51K – 243
2024
Q3 		$51K Buy
+2,074
New +$50.4K 0.01% 171

Other funds holding MMIN

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 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
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Providence Capital Advisors's MMIN Position: Q4 2024 in Review

Providence Capital Advisors sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q4 2024, closing a stake of 2,074 shares — an estimated $51K sold.

Providence Capital Advisors first reported a position in MMIN in Q3 2024 and held it in 1 quarter. The position peaked at $51K in Q3 2024. 56 funds tracked by Wall St. Rank hold MMIN as of Q4 2024.

  • Providence Capital Advisors reported no remaining IQ MacKay Municipal Insured ETF position as of Q4 2024 after selling out during the quarter.
  • Providence Capital Advisors sold 2,074 IQ MacKay Municipal Insured ETF shares in Q4 2024, an estimated $51K.
  • Providence Capital Advisors first reported a position in IQ MacKay Municipal Insured ETF in Q3 2024 and held it in 1 quarter.
  • Providence Capital Advisors's IQ MacKay Municipal Insured ETF position peaked at $51K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2024.

Based on Providence Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.