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Savvy Advisors Inc’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Savvy Advisors Inc’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 		$346K Hold
14,614
– – 0.01% 803
2025
Q4 		$350K Sell
14,614
-2,693
-16% -$64.6K 0.01% 713
2025
Q3 		$412K Buy
17,307
+434
+3% +$10.1K 0.02% 499
2025
Q2 		$393K Buy
16,873
+174
+1% +$4.04K 0.03% 418
2025
Q1 		$395K Buy
16,699
+1,690
+11% +$40.4K 0.04% 332
2024
Q4 		$358K Buy
15,009
+820
+6% +$19.8K 0.04% 301
2024
Q3 		$349K Hold
14,189
– – 0.07% 232
2024
Q2 		$341K Buy
+14,189
New +$340K 0.11% 194

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CAAM
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AA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return