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 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

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Amplius Wealth Advisors's MMIT Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 24% in Q2 2026, selling an estimated $95.2K and leaving 12,141 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #165.

Amplius Wealth Advisors first reported a position in MMIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.79M in Q4 2023. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Amplius Wealth Advisors held 12,141 shares of NYLIM MacKay Muni Intermediate ETF worth $296K as of Q2 2026.
Amplius Wealth Advisors sold 3,918 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $95.2K.
NYLIM MacKay Muni Intermediate ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #165 holding.
Amplius Wealth Advisors first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2022 and has held it in 15 quarters since.
Amplius Wealth Advisors's NYLIM MacKay Muni Intermediate ETF position peaked at $5.79M in Q4 2023.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.