Narus Financial Partners, LLC MMIT — INDEXIQ ACTIVE ETF TR

Ownership history in Narus Financial Partners, LLC  ·  12 quarters on record

AI Ownership Summary

Narus Financial Partners, LLC reported INDEXIQ ACTIVE ETF TR (MMIT) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.75% in 2024 Q2. The latest visible filing shows MMIT at 0.26% 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 Narus Financial Partners, 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
2026 Q3

MMIT was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

MMIT stock page Narus Financial Partners, LLC fund profile Narus Financial Partners, LLC full holdings
How Narus Financial Partners, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 42,938 — 0% 0.26% $982K 2026-10-19 $23.31
2026 Q2 ADDED — — — 42,938 +2,900 +7.2% 0.27% $1.0M 2026-07-31 $23.77
2026 Q1 UNCHANGED — — — 40,038 — 0% 0.25% $965K 2026-04-21 $23.94
2025 Q4 ADDED — — — 40,038 +15,225 +61.4% 0.27% $974K 2026-02-09 $24.01
2025 Q3 REDUCED 38.0% +1.3% ❌ 24,813 -15,225 -38.0% 0.64% $603K 2025-12-29 $23.66
2025 Q2 REDUCED 5.1% +2.5% ❌ 40,038 -2,132 -5.1% 0.30% $955K 2025-07-14 $22.72
2025 Q1 REDUCED — — — 42,170 -150 -0.4% 0.34% $1.0M 2025-04-30 $22.59
2024 Q4 REDUCED 44.8% +0.4% ❌ 42,320 -34,390 -44.8% 0.34% $1.0M 2025-01-23 $22.56
2024 Q3 UNCHANGED — — — 76,710 — 0% 0.68% $1.9M 2024-10-18 $22.72
2024 Q2 REDUCED 6.1% +2.7% ❌ 76,710 -4,952 -6.1% 0.75% $1.9M 2024-07-17 $22.42
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MMIT

As of 2026 Q3 — sorted by position size

INVENIO WEALTH PARTNERS LLC 3Y 3.91% Clark Wealth Partners 1.31% Hudock, Inc. 3Y 7Y 0.91% Clear Trail Advisors, LLC 0.9% Stronghold Wealth Management L.L.C. 0.83% Avior Wealth Management, LLC 3Y 7Y 0.45% Legacy Financial Strategies, LLC 3Y 7Y 0.37% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.28% Dynamic Advisor Solutions LLC 3Y 7Y 0.22% RFG - Bristol Wealth Advisors, LLC 0.2%

FAQ About Narus Financial Partners, 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 Narus Financial Partners, LLC reported owning MMIT?

Narus Financial Partners, LLC reported MMIT across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported MMIT position in Narus Financial Partners, LLC's portfolio?

The largest reported portfolio weight for MMIT was 0.75% in 2024 Q2.

What is the latest reported MMIT position on this page?

The most recent filing on this page is 2026 Q3, when Narus Financial Partners, LLC reported 42,938 shares, equal to 0.26% of portfolio, with an estimated market value of $982K.

What does the chart on this MMIT ownership page compare?

The chart compares Narus Financial Partners, 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 Narus Financial Partners, LLC time their MMIT position?

Based on 13F filing dates vs. subsequent MMIT price moves, Narus Financial Partners, LLC correctly timed 1 out of 9 reported position changes (11%). The annualised alpha on MMIT relative to SPY over the holding period was -10.8%.

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