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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
Q2 		$359K Buy
14,841
+227
+2% +$5.45K 0.01% 908
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

Other funds holding MMIN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Savvy Advisors Inc's MMIN Position: Q2 2026 in Review

Savvy Advisors Inc increased its IQ MacKay Municipal Insured ETF (MMIN) stake by 1.6% in Q2 2026, buying an estimated $5.45K and bringing the position to 14,841 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #908.

Savvy Advisors Inc first reported a position in MMIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $412K in Q3 2025. 70 funds tracked by Wall St. Rank hold MMIN as of Q2 2026.

  • Savvy Advisors Inc held 14,841 shares of IQ MacKay Municipal Insured ETF worth $359K as of Q2 2026.
  • Savvy Advisors Inc bought 227 IQ MacKay Municipal Insured ETF shares in Q2 2026, an estimated $5.45K.
  • IQ MacKay Municipal Insured ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #908 holding.
  • Savvy Advisors Inc first reported a position in IQ MacKay Municipal Insured ETF in Q2 2024 and has held it in 9 quarters since.
  • Savvy Advisors Inc's IQ MacKay Municipal Insured ETF position peaked at $412K in Q3 2025.
  • 70 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.