SDWMA
Schneider Downs Wealth Management Advisors’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.5M | Buy |
364,805
+91,231
| +33% | +$2.13M | 1.27% | 20 |
|
|
2025
Q1 | $6.46M | Sell |
273,574
-20,716
| -7% | -$490K | 1.17% | 20 |
|
|
2024
Q4 | $7.02M | Buy |
294,290
+206,480
| +235% | +$4.92M | 1.32% | 20 |
|
|
2024
Q3 | $2.16M | Sell |
87,810
-6,139
| -7% | -$151K | 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% | +$1.83M | 0.66% | 28 |
|
|
2023
Q3 | $677K | Sell |
29,639
-7,716
| -21% | -$176K | 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% | -$1.71M | 0.21% | 44 |
|
|
2022
Q4 | $2.68M | Buy |
+112,788
| New | +$2.68M | 0.59% | 26 |
|