Purchases and Sales Made in Q2 2025 in Indexiq Active ETF Tr Iq Macka (MMIT)
This table provides information about the institutional ownership of Indexiq Active ETF Tr Iq Macka (MMIT) during Q2 2025. The information is specifically focused on institutions that hold shares of INDEXIQ ACTIVE ETF TR IQ MACKA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
5.91MNew |
$138M - $142M
|
5.91M
$141M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
117K+ 38.92% |
$2.73M - $2.82M
|
417K
$9.93M
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
40.8K+ 137.3% |
$952K - $982K
|
70.4K
$1.68M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.18K+ 1.35% |
$214K - $221K
|
691K
$16.5M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.81K+ 59.37% |
$206K - $212K
|
23.7K
$563K
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.11K+ 1.45% |
$25.9K - $26.8K
|
77.8K
$1.85M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.19K- 3.1% |
$97.9K - $101K
|
131K
$3.12M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-40.9K- 10.31% |
$956K - $986K
|
356K
$8.47M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-42.7K- 6.9% |
$997K - $1.03M
|
576K
$13.7M
|