Main Street Financial Solutions, LLC MMIT INDEXIQ ACTIVE ETF TR

Ownership history in Main Street Financial Solutions, LLC  ·  15 quarters on record

AI Ownership Summary

Main Street Financial Solutions, LLC reported INDEXIQ ACTIVE ETF TR (MMIT) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.57% in 2025 Q1. The latest visible filing shows MMIT at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MMIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Main Street Financial Solutions, LLC's position in INDEXIQ ACTIVE ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MMIT was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Main Street Financial Solutions, LLC held MMIT — position size vs. price
% of Fund (quarterly)    MMIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 276,022 +6,320 +2.3% 0.50% $6.7M 2026-02-14 (Est.) $24.52
2025 Q3 ADDED 269,702 +2,392 +0.9% 0.42% $6.6M 2025-11-14 $23.97
2025 Q2 REDUCED 267,310 -4,654 -1.7% 0.46% $6.4M 2025-08-14 $23.33
2025 Q1 ADDED 271,964 +100,866 +59.0% 0.57% $6.5M 2025-05-08 $23.02
2024 Q4 REDUCED 171,098 -2,454 -1.4% 0.40% $4.1M 2025-02-13 $23.14
2024 Q3 ADDED 173,552 +20,825 +13.6% 0.39% $4.3M 2024-11-05 $23.06
2024 Q2 ADDED 152,727 +35,163 +29.9% 0.35% $3.7M 2024-08-08 $22.91
2024 Q1 ADDED 117,564 +2,862 +2.5% 0.31% $2.9M 2024-04-23 $22.46
2023 Q4 REDUCED 7.6% -0.4% 114,702 -9,463 -7.6% 0.36% $2.8M 2024-02-08 $22.55
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Main Street Financial Solutions, LLC and MMIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Main Street Financial Solutions, LLC reported owning MMIT?

Main Street Financial Solutions, LLC reported MMIT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MMIT position in Main Street Financial Solutions, LLC's portfolio?

The largest reported portfolio weight for MMIT was 0.57% in 2025 Q1.

What is the latest reported MMIT position on this page?

The most recent filing on this page is 2025 Q4, when Main Street Financial Solutions, LLC reported 276,022 shares, equal to 0.50% of portfolio, with an estimated market value of $6.7M.

What does the chart on this MMIT ownership page compare?

The chart compares Main Street Financial Solutions, LLC's quarterly MMIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Main Street Financial Solutions, LLC time their MMIT position?

Based on 13F filing dates vs. subsequent MMIT price moves, Main Street Financial Solutions, LLC correctly timed 9 out of 14 reported position changes (64%). The annualised alpha on MMIT relative to SPY over the holding period was -13.9%.

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