Western Wealth Management’s IQ MacKay Municipal Insured ETF MMIN Stock Holding History

Western Wealth Management’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
2022 Q4	–	Sell	-10,167	Closed	-$234K	–	728
2022 Q3	$234K	Buy	10,167 +43	+0.4%	+$1.04K	0.01%	708
2022 Q2	$246K	Buy	10,124 +36	+0.4%	+$886	0.01%	674
2022 Q1	$258K	Buy	+10,088	New	+$268K	0.01%	724

Other funds holding MMIN

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Western Wealth Management's MMIN Position: Q4 2022 in Review

Western Wealth Management sold out of IQ MacKay Municipal Insured ETF (MMIN) in Q4 2022, closing a stake of 10,167 shares — an estimated $234K sold.

Western Wealth Management first reported a position in MMIN in Q1 2022 and held it in 3 quarters. The position peaked at $258K in Q1 2022. 56 funds tracked by Wall St. Rank hold MMIN as of Q4 2022.

Western Wealth Management reported no remaining IQ MacKay Municipal Insured ETF position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 10,167 IQ MacKay Municipal Insured ETF shares in Q4 2022, an estimated $234K.
Western Wealth Management first reported a position in IQ MacKay Municipal Insured ETF in Q1 2022 and held it in 3 quarters.
Western Wealth Management's IQ MacKay Municipal Insured ETF position peaked at $258K in Q1 2022.
56 funds tracked by Wall St. Rank held IQ MacKay Municipal Insured ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.