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

Summit Financial’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 		$9.82M Buy
406,157
+39,561
+11% +$968K 0.13% 161
2025
Q4 		$8.95M Buy
366,596
+10,144
+3% +$247K 0.13% 144
2025
Q3 		$8.66M Buy
+356,452
New +$8.53M 0.13% 138

Other funds holding MMIT

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
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

Summit Financial's MMIT Position: Q1 2026 in Review

Summit Financial increased its IQ MacKay Municipal Intermediate ETF (MMIT) stake by 11% in Q1 2026, buying an estimated $968K and bringing the position to 406,157 shares worth $9.82M. The position accounts for 0.13% of the portfolio, ranked #161.

Summit Financial first reported a position in MMIT in Q3 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

  • Summit Financial held 406,157 shares of IQ MacKay Municipal Intermediate ETF worth $9.82M as of Q1 2026.
  • Summit Financial bought 39,561 IQ MacKay Municipal Intermediate ETF shares in Q1 2026, an estimated $968K.
  • IQ MacKay Municipal Intermediate ETF made up 0.13% of Summit Financial's portfolio in Q1 2026, its #161 holding.
  • Summit Financial first reported a position in IQ MacKay Municipal Intermediate ETF in Q3 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2026.

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