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Vertex Planning Partners’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Vertex Planning Partners’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 		$2.77M Buy
116,705
+70,630
+153% +$1.7M 0.54% 37
2025
Q4 		$1.1M Buy
46,075
+6,921
+18% +$166K 0.26% 49
2025
Q3 		$932K Sell
39,154
-595
-1% -$13.8K 0.18% 75
2025
Q2 		$927K Sell
39,749
-5,302
-12% -$123K 0.19% 69
2025
Q1 		$1.06M Sell
45,051
-3,641
-7% -$86.9K 0.23% 58
2024
Q4 		$1.16M Sell
48,692
-264
-0.5% -$6.39K 0.26% 56
2024
Q3 		$1.2M Buy
48,956
+2,220
+5% +$54K 0.29% 46
2024
Q2 		$1.12M Buy
46,736
+2,456
+6% +$58.9K 0.29% 45
2024
Q1 		$1.08M Buy
44,280
+185
+0.4% +$4.51K 0.3% 43
2023
Q4 		$1.08M Buy
44,095
+14,218
+48% +$332K 0.32% 38
2023
Q3 		$683K Sell
29,877
-17,656
-37% -$419K 0.24% 53
2023
Q2 		$1.15M Sell
47,533
-23,666
-33% -$573K 0.39% 40
2023
Q1 		$1.74M Buy
71,199
+21,176
+42% +$513K 0.65% 24
2022
Q4 		$1.19M Buy
+50,023
New +$1.17M 0.46% 29

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

Vertex Planning Partners's MMIN Position: Q1 2026 in Review

Vertex Planning Partners increased its IQ MacKay Municipal Insured ETF (MMIN) stake by 153% in Q1 2026, buying an estimated $1.7M and bringing the position to 116,705 shares worth $2.77M. The position accounts for 0.54% of the portfolio, ranked #37.

Vertex Planning Partners first reported a position in MMIN in Q4 2022 and has held it in 14 quarters since. 65 funds tracked by Wall St. Rank hold MMIN as of Q1 2026.

  • Vertex Planning Partners held 116,705 shares of IQ MacKay Municipal Insured ETF worth $2.77M as of Q1 2026.
  • Vertex Planning Partners bought 70,630 IQ MacKay Municipal Insured ETF shares in Q1 2026, an estimated $1.7M.
  • IQ MacKay Municipal Insured ETF made up 0.54% of Vertex Planning Partners's portfolio in Q1 2026, its #37 holding.
  • Vertex Planning Partners first reported a position in IQ MacKay Municipal Insured ETF in Q4 2022 and has held it in 14 quarters since.
  • 65 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.