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WealthPLAN Partners’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-227
Closed -$5.5K – 809
2023
Q2 		$5.5K Hold
227
– – ﹤0.01% 891
2023
Q1 		$5.54K Buy
+227
New +$5.5K ﹤0.01% 984

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's MMIN Position: Q3 2023 in Review

WealthPLAN Partners sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q3 2023, closing a stake of 227 shares — an estimated $5.5K sold.

WealthPLAN Partners first reported a position in MMIN in Q1 2023 and held it in 2 quarters. The position peaked at $5.54K in Q1 2023. 54 funds tracked by Wall St. Rank hold MMIN as of Q3 2023.

  • WealthPLAN Partners reported no remaining IQ MacKay Municipal Insured ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 227 IQ MacKay Municipal Insured ETF shares in Q3 2023, an estimated $5.5K.
  • WealthPLAN Partners first reported a position in IQ MacKay Municipal Insured ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's IQ MacKay Municipal Insured ETF position peaked at $5.54K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.