Encompass Wealth Advisors, LLC Indexiq Active ETF Tr Iq Macka Transaction History

Encompass Wealth Advisors, LLC

$243 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 25, 2021	SELL	$27.11 - $27.86 $10,844 - $11,144	-400 Closed	0 $0
Q4 2020 Mar 09, 2021	BUY	$26.93 - $27.66 $10,772 - $11,064	400 New	400 $11,000

Others Institutions Holding MMIN

# of Institutions

62

Shares Held

16.3M

Call Options Held

0

Put Options Held

0

Orgel Wealth Management, LLC

6.14M
Shares

$143 Million
3.99% of portfolio
Morgan Stanley New York, NY

2.12M
Shares

$49.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

1.19M
Shares

$27.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

881K
Shares

$20.5 Million
0.01% of portfolio
Cornerstone Advisors Asset Management, Inc Bethlehem, PA

807K
Shares

$18.8 Million
3.91% of portfolio

About INDEXIQ ACTIVE ETF TR IQ MACKA

Ticker MMIN
Sector ETFs
Industry ETFs

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