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

Wagner Wealth Management (South Carolina)’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
2023 Q1	–	Sell	-2,535	Closed	-$61.2K	–	231
2022 Q4	$61.2K	Hold	2,535	–	–	0.04%	147
2022 Q3	$59K	Hold	2,535	–	–	0.04%	189
2022 Q2	$62K	Sell	2,535 -2,535	-50%	-$61.9K	0.05%	181
2022 Q1	$128K	Buy	5,070 +300	+6%	+$7.76K	0.09%	132
2021 Q4	$127K	Sell	4,770 -1,700	-26%	-$45.4K	0.1%	161
2021 Q3	$172K	Sell	6,470 -2,700	-29%	-$72.7K	0.14%	130
2021 Q2	$246K	Buy	9,170 +3,085	+51%	+$82.8K	0.18%	103
2021 Q1	$162K	Buy	+6,085	New	+$163K	0.13%	134

Other funds holding MMIT

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

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

IWP

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

RJFSA

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

SDWMA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina) sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q1 2023, closing a stake of 2,535 shares — an estimated $61.2K sold.

Wagner Wealth Management (South Carolina) first reported a position in MMIT in Q1 2021 and held it in 8 quarters. The position peaked at $246K in Q2 2021. 74 funds tracked by Wall St. Rank hold MMIT as of Q1 2023.

Wagner Wealth Management (South Carolina) reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q1 2023 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 2,535 IQ MacKay Municipal Intermediate ETF shares in Q1 2023, an estimated $61.2K.
Wagner Wealth Management (South Carolina) first reported a position in IQ MacKay Municipal Intermediate ETF in Q1 2021 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s IQ MacKay Municipal Intermediate ETF position peaked at $246K in Q2 2021.
74 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2023.

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