Smallwood Wealth Investment Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Smallwood Wealth Investment Management’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
2026 Q2	$4.44M	Buy	182,366 +17,557	+11%	+$427K	1.94%	11
2026 Q1	$3.97M	Buy	164,809 +2,365	+1%	+$57.9K	2.09%	11
2025 Q4	$3.95M	Buy	162,444 +29,619	+22%	+$721K	2.07%	11
2025 Q3	$3.23M	Buy	132,825 +23,021	+21%	+$551K	1.64%	12
2025 Q2	$2.62M	Buy	109,804 +11,491	+12%	+$273K	1.49%	15
2025 Q1	$2.36M	Buy	98,313 +12,262	+14%	+$296K	1.48%	15
2024 Q4	$2.07M	Buy	86,051 +45,095	+110%	+$1.1M	1.41%	15
2024 Q3	$1.01M	Buy	+40,956	New	+$999K	0.72%	25

Other funds holding MMIT

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

EPW

Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return

BWP

Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return

Smallwood Wealth Investment Management's MMIT Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 11% in Q2 2026, buying an estimated $427K and bringing the position to 182,366 shares worth $4.44M. The position accounts for 1.94% of the portfolio, ranked #11.

Smallwood Wealth Investment Management first reported a position in MMIT in Q3 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Smallwood Wealth Investment Management held 182,366 shares of IQ MacKay Municipal Intermediate ETF worth $4.44M as of Q2 2026.
Smallwood Wealth Investment Management bought 17,557 IQ MacKay Municipal Intermediate ETF shares in Q2 2026, an estimated $427K.
IQ MacKay Municipal Intermediate ETF made up 1.94% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #11 holding.
Smallwood Wealth Investment Management first reported a position in IQ MacKay Municipal Intermediate ETF in Q3 2024 and has held it in 8 quarters since.
51 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.