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Action Point Financial Planning’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$61.8K Buy
+2,539
New +$61.7K 0.01% 745

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Action Point Financial Planning's MMIT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in NYLIM MacKay Muni Intermediate ETF (MMIT) in Q2 2026: 2,539 shares worth $61.8K. The stake represents 0.01% of the portfolio and ranks #745 among its holdings.

171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

  • Action Point Financial Planning held 2,539 shares of NYLIM MacKay Muni Intermediate ETF worth $61.8K as of Q2 2026.
  • NYLIM MacKay Muni Intermediate ETF was a new Action Point Financial Planning position in Q2 2026.
  • NYLIM MacKay Muni Intermediate ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #745 holding.
  • 171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.