Rockefeller Capital Management’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Rockefeller Capital Management’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 Q1	$2.97M	Sell	125,219 -769	-0.6%	-$18.5K	0.01%	1118
2025 Q4	$3.02M	Sell	125,988 -15,651	-11%	-$375K	0.01%	1074
2025 Q3	$3.37M	Buy	141,639 +671	+0.5%	+$15.6K	0.01%	963
2025 Q2	$3.29M	Buy	+140,968	New	+$3.27M	0.01%	930
2023 Q3	–	Sell	-6,174	Closed	-$149K	–	1696
2023 Q2	$149K	Buy	+6,174	New	+$150K	﹤0.01%	1715
2023 Q1	–	Sell	-4,065	Closed	-$96K	–	3144
2022 Q4	$96K	Sell	4,065 -212	-5%	-$4.97K	﹤0.01%	2045
2022 Q3	$98K	Sell	4,277 -1,973	-32%	-$47.9K	﹤0.01%	2005
2022 Q2	$151K	Buy	+6,250	New	+$154K	﹤0.01%	1738

Other funds holding MMIN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Rockefeller Capital Management's MMIN Position: Q1 2026 in Review

Rockefeller Capital Management reduced its IQ MacKay Municipal Insured ETF (MMIN) stake by 0.61% in Q1 2026, selling an estimated $18.5K and leaving 125,219 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #1118.

Rockefeller Capital Management first reported a position in MMIN in Q2 2022 and has held it in 8 quarters since. The position peaked at $3.37M in Q3 2025. 65 funds tracked by Wall St. Rank hold MMIN as of Q1 2026.

Rockefeller Capital Management held 125,219 shares of IQ MacKay Municipal Insured ETF worth $2.97M as of Q1 2026.
Rockefeller Capital Management sold 769 IQ MacKay Municipal Insured ETF shares in Q1 2026, an estimated $18.5K.
IQ MacKay Municipal Insured ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1118 holding.
Rockefeller Capital Management first reported a position in IQ MacKay Municipal Insured ETF in Q2 2022 and has held it in 8 quarters since.
Rockefeller Capital Management's IQ MacKay Municipal Insured ETF position peaked at $3.37M in Q3 2025.
65 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.