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Waterloo Capital’s NYLIM MacKay Muni 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $914M AUM 11.18% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Waterloo Capital's MMIN Position: Q1 2024 in Review

Waterloo Capital sold out of NYLIM MacKay Muni 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 NYLIM MacKay Muni Insured ETF position as of Q1 2024 after selling out during the quarter.
  • Waterloo Capital sold 9,149 NYLIM MacKay Muni Insured ETF shares in Q1 2024, an estimated $225K.
  • Waterloo Capital first reported a position in NYLIM MacKay Muni Insured ETF in Q4 2023 and held it in 1 quarter.
  • Waterloo Capital's NYLIM MacKay Muni Insured ETF position peaked at $225K in Q4 2023.
  • 54 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q1 2024.

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