Sequoia Financial Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Sequoia Financial Advisors’s Portfolio MMIT Stock Details MMIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,043	Closed	-$313K	–	1434
2024 Q4	$313K	Sell	13,043 -321	-2%	-$7.79K	﹤0.01%	1005
2024 Q3	$329K	Sell	13,364 -2,180	-14%	-$53.2K	﹤0.01%	926
2024 Q2	$376K	Sell	15,544 -7,348	-32%	-$177K	﹤0.01%	803
2024 Q1	$558K	Sell	22,892 -38,670	-63%	-$945K	0.01%	654
2023 Q4	$1.51M	Buy	61,562 +10,030	+19%	+$239K	0.02%	421
2023 Q3	$1.21M	Sell	51,532 -14,936	-22%	-$359K	0.02%	301
2023 Q2	$1.62M	Buy	66,468 +4,165	+7%	+$102K	0.03%	267
2023 Q1	$1.53M	Sell	62,303 -8,336	-12%	-$204K	0.03%	245
2022 Q4	$1.7M	Buy	+70,639	New	+$1.68M	0.04%	215

Other funds holding MMIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Sequoia Financial Advisors's MMIT Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q1 2025, closing a stake of 13,043 shares — an estimated $313K sold.

Sequoia Financial Advisors first reported a position in MMIT in Q4 2022 and held it in 9 quarters. The position peaked at $1.7M in Q4 2022. 118 funds tracked by Wall St. Rank hold MMIT as of Q1 2025.

Sequoia Financial Advisors reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q1 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 13,043 IQ MacKay Municipal Intermediate ETF shares in Q1 2025, an estimated $313K.
Sequoia Financial Advisors first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2022 and held it in 9 quarters.
Sequoia Financial Advisors's IQ MacKay Municipal Intermediate ETF position peaked at $1.7M in Q4 2022.
118 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.