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Summit Financial’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Summit Financial’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 		$231K Buy
9,728
+200
+2% +$4.82K ﹤0.01% 1295
2025
Q4 		$229K Hold
9,528
– – ﹤0.01% 1188
2025
Q3 		$227K Buy
+9,528
New +$221K ﹤0.01% 1163

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 $666B 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 $377B 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

Summit Financial's MMIN Position: Q1 2026 in Review

Summit Financial increased its IQ MacKay Municipal Insured ETF (MMIN) stake by 2.1% in Q1 2026, buying an estimated $4.82K and bringing the position to 9,728 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Summit Financial first reported a position in MMIN in Q3 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold MMIN as of Q1 2026.

  • Summit Financial held 9,728 shares of IQ MacKay Municipal Insured ETF worth $231K as of Q1 2026.
  • Summit Financial bought 200 IQ MacKay Municipal Insured ETF shares in Q1 2026, an estimated $4.82K.
  • IQ MacKay Municipal Insured ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1295 holding.
  • Summit Financial first reported a position in IQ MacKay Municipal Insured ETF in Q3 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.