Western Wealth Management’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Western Wealth Management’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
2025 Q3	–	Sell	-27,631	Closed	-$659K	–	781
2025 Q2	$659K	Buy	27,631 +741	+3%	+$17.6K	0.04%	348
2025 Q1	$645K	Buy	26,890 +496	+2%	+$12K	0.04%	328
2024 Q4	$634K	Sell	26,394 -768	-3%	-$18.7K	0.04%	318
2024 Q3	$668K	Buy	27,162 +60	+0.2%	+$1.46K	0.04%	386
2024 Q2	$655K	Buy	27,102 +106	+0.4%	+$2.56K	0.05%	301
2024 Q1	$658K	Buy	26,996 +9,660	+56%	+$236K	0.05%	304
2023 Q4	$426K	Buy	+17,336	New	+$414K	0.03%	455

Other funds holding MMIT

OWM

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

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

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

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

Western Wealth Management's MMIT Position: Q3 2025 in Review

Western Wealth Management sold out of IQ MacKay Municipal Intermediate ETF (MMIT) in Q3 2025, closing a stake of 27,631 shares — an estimated $659K sold.

Western Wealth Management first reported a position in MMIT in Q4 2023 and held it in 7 quarters. The position peaked at $668K in Q3 2024. 128 funds tracked by Wall St. Rank hold MMIT as of Q3 2025.

Western Wealth Management reported no remaining IQ MacKay Municipal Intermediate ETF position as of Q3 2025 after selling out during the quarter.
Western Wealth Management sold 27,631 IQ MacKay Municipal Intermediate ETF shares in Q3 2025, an estimated $659K.
Western Wealth Management first reported a position in IQ MacKay Municipal Intermediate ETF in Q4 2023 and held it in 7 quarters.
Western Wealth Management's IQ MacKay Municipal Intermediate ETF position peaked at $668K in Q3 2024.
128 funds tracked by Wall St. Rank held IQ MacKay Municipal Intermediate ETF as of Q3 2025.

Based on Western Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.