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

VitalStone 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
2024
Q1 		– Sell
-833
Closed -$20K – 550
2023
Q4 		$20K Sell
833
-2,222
-73% -$51.9K 0.02% 228
2023
Q3 		$71K Hold
3,055
– – 0.06% 116
2023
Q2 		$74K Buy
+3,055
New +$74K 0.04% 279

Other funds holding MMIN

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

VitalStone Financial's MMIN Position: Q1 2024 in Review

VitalStone Financial sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q1 2024, closing a stake of 833 shares — an estimated $20K sold.

VitalStone Financial first reported a position in MMIN in Q2 2023 and held it in 3 quarters. The position peaked at $74K in Q2 2023. 54 funds tracked by Wall St. Rank hold MMIN as of Q1 2024.

  • VitalStone Financial reported no remaining IQ MacKay Municipal Insured ETF position as of Q1 2024 after selling out during the quarter.
  • VitalStone Financial sold 833 IQ MacKay Municipal Insured ETF shares in Q1 2024, an estimated $20K.
  • VitalStone Financial first reported a position in IQ MacKay Municipal Insured ETF in Q2 2023 and held it in 3 quarters.
  • VitalStone Financial's IQ MacKay Municipal Insured ETF position peaked at $74K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.