Waterloo Capital’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Waterloo Capital’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	-9,149	Closed	-$225K	–	385
2023 Q4	$225K	Buy	+9,149	New	+$214K	0.04%	344

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

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

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 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

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

Waterloo Capital's MMIN Position: Q1 2024 in Review

Waterloo Capital sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q1 2024, closing a stake of 9,149 shares — an estimated $225K sold.

Waterloo Capital first reported a position in MMIN in Q4 2023 and held it in 1 quarter. The position peaked at $225K in Q4 2023. 54 funds tracked by Wall St. Rank hold MMIN as of Q1 2024.

Waterloo Capital reported no remaining IQ MacKay Municipal Insured ETF position as of Q1 2024 after selling out during the quarter.
Waterloo Capital sold 9,149 IQ MacKay Municipal Insured ETF shares in Q1 2024, an estimated $225K.
Waterloo Capital first reported a position in IQ MacKay Municipal Insured ETF in Q4 2023 and held it in 1 quarter.
Waterloo Capital's IQ MacKay Municipal Insured ETF position peaked at $225K in Q4 2023.
54 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q1 2024.

Based on Waterloo Capital's 13F filing for Q1 2024, filed 14 May 2024.