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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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