1776 Wealth’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

1776 Wealth’s Portfolio MMIT Stock Details MMIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-37,379	Closed	-$878K	–	133
2023 Q3	$878K	Sell	37,379 -8,000	-18%	-$193K	0.46%	38
2023 Q2	$1.11M	Hold	45,379	–	–	0.58%	29
2023 Q1	$1.12M	Hold	45,379	–	–	0.67%	28
2022 Q4	$1.1M	Sell	45,379 -10,621	-19%	-$253K	0.79%	24
2022 Q3	$1.31M	Hold	56,000	–	–	0.99%	22
2022 Q2	$1.36M	Hold	56,000	–	–	0.95%	23
2022 Q1	$1.41M	Hold	56,000	–	–	0.81%	23
2021 Q4	$1.49M	Sell	56,000 -8,000	-13%	-$214K	0.8%	25
2021 Q3	$1.71M	Hold	64,000	–	–	0.97%	23
2021 Q2	$1.72M	Sell	64,000 -1,440	-2%	-$38.6K	0.97%	24
2021 Q1	$1.74M	Buy	65,440 +12,000	+22%	+$321K	1.1%	21
2020 Q4	$1.43M	Buy	53,440 +4,000	+8%	+$106K	0.89%	23
2020 Q3	$1.3M	Hold	49,440	–	–	0.95%	19
2020 Q2	$1.29M	Sell	49,440 -460	-0.9%	-$11.8K	0.89%	20
2020 Q1	$1.28M	Buy	49,900 +9,900	+25%	+$257K	1.08%	18
2019 Q4	$1.03M	Buy	+40,000	New	+$1.05M	0.88%	20

Other funds holding MMIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $74M AUM 15.54% 1-Year Est. Return

1776 Wealth's MMIT Position: Q4 2023 in Review

1776 Wealth sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q4 2023, closing a stake of 37,379 shares — an estimated $878K sold.

1776 Wealth first reported a position in MMIT in Q4 2019 and held it in 16 quarters. The position peaked at $1.74M in Q1 2021. 94 funds tracked by Wall St. Rank hold MMIT as of Q4 2023.

1776 Wealth reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q4 2023 after selling out during the quarter.
1776 Wealth sold 37,379 NYLIM MacKay Muni Intermediate ETF shares in Q4 2023, an estimated $878K.
1776 Wealth first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2019 and held it in 16 quarters.
1776 Wealth's NYLIM MacKay Muni Intermediate ETF position peaked at $1.74M in Q1 2021.
94 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q4 2023.

Based on 1776 Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.