Schneider Downs Wealth Management Advisors’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Schneider Downs Wealth Management Advisors’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	$2.76M	Buy	113,938 +1,048	+0.9%	+$25.2K	0.26%	45
2026 Q1	$2.68M	Buy	112,890 +1,963	+2%	+$47.3K	0.3%	38
2025 Q4	$2.66M	Hold	110,927	–	–	0.3%	40
2025 Q3	$2.64M	Sell	110,927 -253,878	-70%	-$5.9M	0.31%	39
2025 Q2	$8.5M	Buy	364,805 +91,231	+33%	+$2.12M	1.27%	20
2025 Q1	$6.46M	Sell	273,574 -20,716	-7%	-$495K	1.17%	20
2024 Q4	$7.02M	Buy	294,290 +206,480	+235%	+$5M	1.32%	20
2024 Q3	$2.16M	Sell	87,810 -6,139	-7%	-$149K	0.44%	33
2024 Q2	$2.26M	Sell	93,949 -5,484	-6%	-$132K	0.5%	32
2024 Q1	$2.42M	Sell	99,433 -4,639	-4%	-$113K	0.56%	30
2023 Q4	$2.56M	Buy	104,072 +74,433	+251%	+$1.74M	0.66%	28
2023 Q3	$677K	Sell	29,639 -7,716	-21%	-$183K	0.16%	49
2023 Q2	$904K	Sell	37,355 -5,304	-12%	-$128K	0.21%	48
2023 Q1	$1.04M	Sell	42,659 -70,129	-62%	-$1.7M	0.21%	44
2022 Q4	$2.68M	Buy	+112,788	New	+$2.64M	0.59%	26

Other funds holding MMIN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 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

Schneider Downs Wealth Management Advisors's MMIN Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its IQ MacKay Municipal Insured ETF (MMIN) stake by 0.93% in Q2 2026, buying an estimated $25.2K and bringing the position to 113,938 shares worth $2.76M. The position accounts for 0.26% of the portfolio, ranked #45.

Schneider Downs Wealth Management Advisors first reported a position in MMIN in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.5M in Q2 2025. 70 funds tracked by Wall St. Rank hold MMIN as of Q2 2026.

Schneider Downs Wealth Management Advisors held 113,938 shares of IQ MacKay Municipal Insured ETF worth $2.76M as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 1,048 IQ MacKay Municipal Insured ETF shares in Q2 2026, an estimated $25.2K.
IQ MacKay Municipal Insured ETF made up 0.26% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #45 holding.
Schneider Downs Wealth Management Advisors first reported a position in IQ MacKay Municipal Insured ETF in Q4 2022 and has held it in 15 quarters since.
Schneider Downs Wealth Management Advisors's IQ MacKay Municipal Insured ETF position peaked at $8.5M in Q2 2025.
70 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.