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Waterloo Capital’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Waterloo Capital’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
2024
Q1 		– Sell
-11,884
Closed -$292K – 386
2023
Q4 		$292K Buy
+11,884
New +$284K 0.05% 301

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Waterloo Capital's MMIT Position: Q1 2024 in Review

Waterloo Capital sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q1 2024, closing a stake of 11,884 shares — an estimated $292K sold.

Waterloo Capital first reported a position in MMIT in Q4 2023 and held it in 1 quarter. The position peaked at $292K in Q4 2023. 91 funds tracked by Wall St. Rank hold MMIT as of Q1 2024.

  • Waterloo Capital reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q1 2024 after selling out during the quarter.
  • Waterloo Capital sold 11,884 IQ MacKay Municipal Intermediate ETF shares in Q1 2024, an estimated $292K.
  • Waterloo Capital first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2023 and held it in 1 quarter.
  • Waterloo Capital's IQ MacKay Municipal Intermediate ETF position peaked at $292K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q1 2024.

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