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

Amplius Wealth Advisors’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
Q3 		– Sell
-12,141
Closed -$296K – 233
2026
Q2 		$296K Sell
12,141
-3,918
-24% -$95.2K 0.02% 165
2026
Q1 		$387K Sell
16,059
-1,243
-7% -$30.4K 0.03% 126
2025
Q4 		$421K Sell
17,302
-753
-4% -$18.3K 0.04% 118
2025
Q3 		$439K Sell
18,055
-2,037
-10% -$48.8K 0.04% 116
2025
Q2 		$479K Sell
20,092
-7,593
-27% -$180K 0.04% 124
2025
Q1 		$664K Sell
27,685
-11,190
-29% -$270K 0.07% 94
2024
Q4 		$933K Sell
38,875
-2,039
-5% -$49.5K 0.1% 76
2024
Q3 		$1.01M Sell
40,914
-2,217
-5% -$54.1K 0.11% 70
2024
Q2 		$1.04M Sell
43,131
-11,080
-20% -$267K 0.12% 71
2024
Q1 		$1.32M Sell
54,211
-181,335
-77% -$4.43M 0.15% 63
2023
Q4 		$5.79M Buy
235,546
+29,012
+14% +$692K 0.7% 33
2023
Q3 		$4.85M Buy
206,534
+26,202
+15% +$631K 0.65% 34
2023
Q2 		$4.39M Buy
180,332
+28,473
+19% +$695K 0.59% 35
2023
Q1 		$3.73M Sell
151,859
-2,537
-2% -$62K 0.54% 32
2022
Q4 		$3.73M Buy
+154,396
New +$3.68M 0.59% 33

Other funds holding MMIT

Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Amplius Wealth Advisors's MMIT Position: Q3 2026 in Review

Amplius Wealth Advisors sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q3 2026, closing a stake of 12,141 shares — an estimated $296K sold.

Amplius Wealth Advisors first reported a position in MMIT in Q4 2022 and held it in 15 quarters. The position peaked at $5.79M in Q4 2023. 37 funds tracked by Wall St. Rank hold MMIT as of Q3 2026.

  • Amplius Wealth Advisors reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q3 2026 after selling out during the quarter.
  • Amplius Wealth Advisors sold 12,141 NYLIM MacKay Muni Intermediate ETF shares in Q3 2026, an estimated $296K.
  • Amplius Wealth Advisors first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2022 and held it in 15 quarters.
  • Amplius Wealth Advisors's NYLIM MacKay Muni Intermediate ETF position peaked at $5.79M in Q4 2023.
  • 37 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.