Visionary Wealth Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Visionary Wealth Advisors’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	$297K	Buy	12,328 +107	+0.9%	+$2.62K	0.01%	526
2025 Q4	$297K	Buy	12,221 +108	+0.9%	+$2.63K	0.01%	499
2025 Q3	$294K	Sell	12,113 -570	-4%	-$13.6K	0.01%	496
2025 Q2	$302K	Buy	12,683 +119	+0.9%	+$2.82K	0.02%	455
2025 Q1	$301K	Buy	12,564 +98	+0.8%	+$2.36K	0.02%	440
2024 Q4	$299K	Buy	12,466 +118	+1%	+$2.87K	0.02%	441
2024 Q3	$304K	Sell	12,348 -82	-0.7%	-$2K	0.02%	429
2024 Q2	$301K	Buy	12,430 +3,987	+47%	+$96.2K	0.02%	413
2024 Q1	$206K	Buy	8,443 +74	+0.9%	+$1.81K	0.01%	471
2023 Q4	$206K	Buy	+8,369	New	+$200K	0.02%	456

Other funds holding MMIT

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

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 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

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return