Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SPIA
Steward Partners Investment Advisory’s
IQ MacKay Municipal Intermediate ETF
MMIT
Stock Holding History
Steward Partners Investment Advisory’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
Q1
$38.9K
Sell
1,615
-15,677
-91%
-$384K
﹤0.01%
2913
2025
Q4
$421K
Buy
17,292
+14,292
+476%
+$348K
﹤0.01%
1525
2025
Q3
$72.9K
Hold
3,000
–
–
﹤0.01%
2424
2025
Q2
$71.5K
Sell
3,000
-670
-18%
-$15.9K
﹤0.01%
2291
2025
Q1
$88K
Hold
3,670
–
–
﹤0.01%
2088
2024
Q4
$88.1K
Sell
3,670
-41,713
-92%
-$1.01M
﹤0.01%
2046
2024
Q3
$1.12M
Buy
45,383
+12,239
+37%
+$299K
0.01%
819
2024
Q2
$801K
Sell
33,144
-832
-2%
-$20.1K
0.01%
884
2024
Q1
$829K
Sell
33,976
-124,417
-79%
-$3.04M
0.01%
865
2023
Q4
$3.89M
Buy
158,393
+12,745
+9%
+$304K
0.05%
337
2023
Q3
$3.42M
Sell
145,648
-134,086
-48%
-$3.23M
0.05%
334
2023
Q2
$6.81M
Buy
279,734
+48,351
+21%
+$1.18M
0.1%
208
2023
Q1
$5.69M
Buy
231,383
+184,308
+392%
+$4.5M
0.09%
229
2022
Q4
$1.14M
Buy
+47,075
New
+$1.12M
0.02%
621
Other funds holding MMIT
OWM
Orgel Wealth Management
Altoona, Wisconsin
$5.27B AUM
16.18%
1-Year Est. Return
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
MAS
Meeder Advisory Services
Dublin, Ohio
$2.39B AUM
23.78%
1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh, Pennsylvania
$907M AUM
19.33%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
IWP
IAG Wealth Partners
Waukesha, Wisconsin
$896M AUM
15.29%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close