Waverly Advisors’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Waverly Advisors’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
2026 Q2	$14M	Buy	+573,580	New	+$13.9M	0.08%	229

Other funds holding MMIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors's MMIT Position: Q2 2026 in Review

Waverly Advisors opened a new position in IQ MacKay Municipal Intermediate ETF (MMIT) in Q2 2026: 573,580 shares worth $14M. The stake represents 0.08% of the portfolio and ranks #229 among its holdings.

171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Waverly Advisors held 573,580 shares of IQ MacKay Municipal Intermediate ETF worth $14M as of Q2 2026.
IQ MacKay Municipal Intermediate ETF was a new Waverly Advisors position in Q2 2026.
IQ MacKay Municipal Intermediate ETF made up 0.08% of Waverly Advisors's portfolio in Q2 2026, its #229 holding.
171 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.