Wiser Advisor Group’s IQ MacKay Municipal Intermediate ETF MMIT Stock Holding History

Wiser Advisor Group’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	$122K	Sell	5,049 -394	-7%	-$9.64K	0.15%	61
2025 Q4	$132K	Buy	5,443 +47	+0.9%	+$1.14K	0.15%	62
2025 Q3	$131K	Buy	+5,396	New	+$129K	0.16%	59
2025 Q2	–	Sell	-5,298	Closed	-$127K	–	171
2025 Q1	$127K	Buy	5,298 +41	+0.8%	+$989	0.19%	56
2024 Q4	$126K	Buy	5,257 +50	+1%	+$1.21K	0.18%	60
2024 Q3	$128K	Buy	5,207 +49	+0.9%	+$1.2K	0.19%	62
2024 Q2	$125K	Buy	5,158 +51	+1%	+$1.23K	0.2%	59
2024 Q1	$125K	Buy	5,107 +46	+0.9%	+$1.12K	0.2%	58
2023 Q4	$124K	Buy	+5,061	New	+$121K	0.21%	55

Other funds holding MMIT

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

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

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

LPL Financial San Diego, California $376B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers

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

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