Wagner Wealth Management (South Carolina)’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Wagner Wealth Management (South Carolina)’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
2023 Q1	–	Sell	-8,250	Closed	-$196K	–	230
2022 Q4	$196K	Sell	8,250 -375	-4%	-$8.79K	0.12%	113
2022 Q3	$198K	Hold	8,625	–	–	0.15%	103
2022 Q2	$209K	Sell	8,625 -8,685	-50%	-$214K	0.17%	100
2022 Q1	$442K	Buy	17,310 +6,522	+60%	+$173K	0.31%	75
2021 Q4	$297K	Sell	10,788 -7,347	-41%	-$202K	0.23%	90
2021 Q3	$496K	Sell	18,135 -12,214	-40%	-$339K	0.4%	58
2021 Q2	$840K	Sell	30,349 -14,931	-33%	-$412K	0.6%	46
2021 Q1	$1.24M	Sell	45,280 -10,605	-19%	-$291K	0.97%	23
2020 Q4	$1.54M	Buy	+55,885	New	+$1.53M	1.47%	17

Other funds holding MMIN

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s MMIN Position: Q1 2023 in Review

Wagner Wealth Management (South Carolina) sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q1 2023, closing a stake of 8,250 shares — an estimated $196K sold.

Wagner Wealth Management (South Carolina) first reported a position in MMIN in Q4 2020 and held it in 9 quarters. The position peaked at $1.54M in Q4 2020. 48 funds tracked by Wall St. Rank hold MMIN as of Q1 2023.

Wagner Wealth Management (South Carolina) reported no remaining IQ MacKay Municipal Insured ETF position as of Q1 2023 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 8,250 IQ MacKay Municipal Insured ETF shares in Q1 2023, an estimated $196K.
Wagner Wealth Management (South Carolina) first reported a position in IQ MacKay Municipal Insured ETF in Q4 2020 and held it in 9 quarters.
Wagner Wealth Management (South Carolina)'s IQ MacKay Municipal Insured ETF position peaked at $1.54M in Q4 2020.
48 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2023.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2023, filed 17 May 2023.