Root Financial Partners’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Root Financial Partners’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	$82K	Hold	3,400	–	–	﹤0.01%	646
2025 Q4	$82.7K	Buy	+3,400	New	+$82.8K	﹤0.01%	538

Other funds holding MMIT

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

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

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

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

Root Financial Partners's MMIT Position: Q1 2026 in Review

Root Financial Partners held its IQ MacKay Municipal Intermediate ETF (MMIT) position steady in Q1 2026 at 3,400 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Root Financial Partners first reported a position in MMIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $82.7K in Q4 2025. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Root Financial Partners held 3,400 shares of IQ MacKay Municipal Intermediate ETF worth $82K as of Q1 2026.
Root Financial Partners left its IQ MacKay Municipal Intermediate ETF share count unchanged in Q1 2026.
IQ MacKay Municipal Intermediate ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #646 holding.
Root Financial Partners first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2025 and has held it in 2 quarters since.
Root Financial Partners's IQ MacKay Municipal Intermediate ETF position peaked at $82.7K in Q4 2025.
159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.