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

Atria Wealth Solutions’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
2025 Q2	$745K	Buy	31,248 +4,265	+16%	+$101K	0.02%	753
2025 Q1	$647K	Buy	26,983 +677	+3%	+$16.3K	0.01%	1073
2024 Q4	$633K	Hold	26,306	–	–	0.01%	1140
2024 Q3	$647K	Sell	26,306 -4,732	-15%	-$115K	0.01%	1118
2024 Q2	$750K	Sell	31,038 -15,944	-34%	-$385K	0.01%	1026
2024 Q1	$1.15M	Sell	46,982 -1,492	-3%	-$36.5K	0.01%	855
2023 Q4	$1.19M	Buy	48,474 +2,861	+6%	+$68.3K	0.01%	792
2023 Q3	$1.07M	Buy	45,613 +21,510	+89%	+$518K	0.02%	779
2023 Q2	$587K	Hold	24,103	–	–	0.01%	1076
2023 Q1	$593K	Buy	+24,103	New	+$589K	0.01%	1033

Other funds holding MMIT

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

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

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

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

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

APP

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

Atria Wealth Solutions's MMIT Position: Q2 2025 in Review

Atria Wealth Solutions increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 16% in Q2 2025, buying an estimated $101K and bringing the position to 31,248 shares worth $745K. The position accounts for 0.02% of the portfolio, ranked #753.

Atria Wealth Solutions first reported a position in MMIT in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2023. 122 funds tracked by Wall St. Rank hold MMIT as of Q2 2025.

Atria Wealth Solutions held 31,248 shares of NYLIM MacKay Muni Intermediate ETF worth $745K as of Q2 2025.
Atria Wealth Solutions bought 4,265 NYLIM MacKay Muni Intermediate ETF shares in Q2 2025, an estimated $101K.
NYLIM MacKay Muni Intermediate ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #753 holding.
Atria Wealth Solutions first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's NYLIM MacKay Muni Intermediate ETF position peaked at $1.19M in Q4 2023.
122 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.