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Steward Partners Investment Advisory’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$296K Buy
12,475
+10,475
+524% +$252K ﹤0.01% 1810
2025
Q4 		$47.9K Hold
2,000
– – ﹤0.01% 2692
2025
Q3 		$47.6K Hold
2,000
– – ﹤0.01% 2630
2025
Q2 		$46.6K Hold
2,000
– – ﹤0.01% 2516
2025
Q1 		$47.3K Hold
2,000
– – ﹤0.01% 2414
2024
Q4 		$47.7K Hold
2,000
– – ﹤0.01% 2365
2024
Q3 		$49.2K Buy
2,000
+800
+67% +$19.5K ﹤0.01% 2244
2024
Q2 		$28.8K Hold
1,200
– – ﹤0.01% 2365
2024
Q1 		$29.2K Hold
1,200
– – ﹤0.01% 2358
2023
Q4 		$29.5K Hold
1,200
– – ﹤0.01% 2209
2023
Q3 		$27.4K Buy
+1,200
New +$28.5K ﹤0.01% 2165
2021
Q4 		– Sell
-1,600
Closed -$44K – 3267
2021
Q3 		$44K Hold
1,600
– – ﹤0.01% 1971
2021
Q2 		$44K Sell
1,600
-887
-36% -$24.5K ﹤0.01% 3621
2021
Q1 		$67.9K Buy
2,487
+887
+55% +$24.4K ﹤0.01% 1833
2020
Q4 		$44K Buy
+1,600
New +$43.7K ﹤0.01% 1723

Other funds holding MMIN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return