Sweet Financial Partners, LLC MMIN — INDEXIQ ACTIVE ETF TR

Ownership history in Sweet Financial Partners, LLC  ·  4 quarters on record

AI Ownership Summary

Sweet Financial Partners, LLC reported INDEXIQ ACTIVE ETF TR (MMIN) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.56% in 2024 Q3. The latest visible filing shows MMIN at 0.56% 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.

What this MMIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sweet 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
2024 Q3

MMIN was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q3

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 2024 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.

MMIN stock page Sweet Financial Partners, LLC fund profile Sweet Financial Partners, LLC full holdings
How Sweet Financial Partners, LLC held MMIN — position size vs. price
% of Fund (quarterly)    MMIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED — — — 105,184 +72,212 +219.0% 0.56% $2.6M 2024-11-14 (Est.) $22.67
2024 Q2 ADDED — — — 32,972 +1,477 +4.7% 0.18% $792K 2024-07-18 $22.50
2024 Q1 ADDED — — — 31,495 +610 +2.0% 0.18% $765K 2024-04-23 $22.04
2023 Q4 INITIATED — — — 30,885 — — 0.18% $759K 2024-01-12 $22.38

🏢 Other funds also holding MMIN

As of 2026 Q1 — sorted by position size

ACT Advisors, LLC. 3Y 5.6% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2.56% Fluent Financial, LLC 3Y 7Y 2.32% RTD Financial Advisors, Inc. 3Y 1.46% Hilton Head Capital Partners, LLC 0.89% CROBAN 0.86% Econ Financial Services Corp 3Y 7Y 0.76% Vertex Planning Partners, LLC 3Y 0.54% Purus Wealth Management, LLC 3Y 0.51% BCS Wealth Management 3Y 0.32%

FAQ About Sweet Financial Partners, LLC and MMIN

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

How long has Sweet Financial Partners, LLC reported owning MMIN?

Sweet Financial Partners, LLC reported MMIN across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported MMIN position in Sweet Financial Partners, LLC's portfolio?

The largest reported portfolio weight for MMIN was 0.56% in 2024 Q3.

What is the latest reported MMIN position on this page?

The most recent filing on this page is 2024 Q3, when Sweet Financial Partners, LLC reported 105,184 shares, equal to 0.56% of portfolio, with an estimated market value of $2.6M.

What does the chart on this MMIN ownership page compare?

The chart compares Sweet Financial Partners, LLC's quarterly MMIN 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 Sweet Financial Partners, LLC time their MMIN position?

Based on 13F filing dates vs. subsequent MMIN price moves, Sweet Financial Partners, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MMIN relative to SPY over the holding period was -22.6%.

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