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

Roundview Capital’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
2022
Q2 		– Sell
-29,893
Closed -$765K – 289
2022
Q1 		$765K Buy
+29,893
New +$795K 0.08% 203

Other funds holding MMIN

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Roundview Capital's MMIN Position: Q2 2022 in Review

Roundview Capital sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q2 2022, closing a stake of 29,893 shares — an estimated $765K sold.

Roundview Capital first reported a position in MMIN in Q1 2022 and held it in 1 quarter. The position peaked at $765K in Q1 2022. 58 funds tracked by Wall St. Rank hold MMIN as of Q2 2022.

  • Roundview Capital reported no remaining IQ MacKay Municipal Insured ETF position as of Q2 2022 after selling out during the quarter.
  • Roundview Capital sold 29,893 IQ MacKay Municipal Insured ETF shares in Q2 2022, an estimated $765K.
  • Roundview Capital first reported a position in IQ MacKay Municipal Insured ETF in Q1 2022 and held it in 1 quarter.
  • Roundview Capital's IQ MacKay Municipal Insured ETF position peaked at $765K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2022.

Based on Roundview Capital's 13F filing for Q2 2022, filed 11 Aug 2022.