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

WCG Wealth 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
Q1 		$335K Sell
13,913
-71
-0.5% -$1.74K 0.01% 498
2025
Q4 		$340K Buy
13,984
+358
+3% +$8.71K 0.01% 482
2025
Q3 		$331K Buy
13,626
+3,528
+35% +$84.5K 0.02% 320
2025
Q2 		$241K Sell
10,098
-35
-0.3% -$831 0.02% 324
2025
Q1 		$243K Sell
10,133
-1,825
-15% -$44K 0.02% 273
2024
Q4 		$287K Buy
+11,958
New +$290K 0.02% 288

Other funds holding MMIT

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return