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Retirement Planning Group (Kansas)’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Retirement Planning Group (Kansas)’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
2023
Q3 		– Sell
-36,354
Closed -$886K – 164
2023
Q2 		$886K Buy
+36,354
New +$887K 0.09% 67

Other funds holding MMIT

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Retirement Planning Group (Kansas)'s MMIT Position: Q3 2023 in Review

Retirement Planning Group (Kansas) sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q3 2023, closing a stake of 36,354 shares — an estimated $886K sold.

Retirement Planning Group (Kansas) first reported a position in MMIT in Q2 2023 and held it in 1 quarter. The position peaked at $886K in Q2 2023. 78 funds tracked by Wall St. Rank hold MMIT as of Q3 2023.

  • Retirement Planning Group (Kansas) reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q3 2023 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 36,354 IQ MacKay Municipal Intermediate ETF shares in Q3 2023, an estimated $886K.
  • Retirement Planning Group (Kansas) first reported a position in IQ MacKay Municipal Intermediate ETF in Q2 2023 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s IQ MacKay Municipal Intermediate ETF position peaked at $886K in Q2 2023.
  • 78 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q3 2023.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2023, filed 25 Oct 2023.