Avantax Advisory Services’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Avantax Advisory Services’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	$252K	Buy	+10,575	New	+$251K	﹤0.01%	2048
2025 Q1	–	Sell	-11,970	Closed	-$287K	–	2292
2024 Q4	$287K	Buy	11,970 +65	+0.5%	+$1.58K	﹤0.01%	1807
2024 Q3	$293K	Sell	11,905 -3,305	-22%	-$80.6K	﹤0.01%	1771
2024 Q2	$368K	Buy	15,210 +3,998	+36%	+$96.5K	﹤0.01%	1566
2024 Q1	$273K	Buy	+11,212	New	+$274K	﹤0.01%	1356
2023 Q3	–	Sell	-37,856	Closed	-$922K	–	1592
2023 Q2	$922K	Sell	37,856 -14,935	-28%	-$364K	0.01%	710
2023 Q1	$1.3M	Buy	52,791 +190	+0.4%	+$4.64K	0.02%	575
2022 Q4	$1.27M	Buy	52,601 +6,069	+13%	+$144K	0.02%	549
2022 Q3	$1.09M	Buy	46,532 +566	+1%	+$13.8K	0.02%	536
2022 Q2	$1.12M	Sell	45,966 -18,558	-29%	-$454K	0.02%	517
2022 Q1	$1.62M	Buy	64,524 +8,047	+14%	+$208K	0.02%	425
2021 Q4	$1.51M	Buy	56,477 +24,197	+75%	+$646K	0.02%	418
2021 Q3	$860K	Buy	32,280 +2,858	+10%	+$77K	0.01%	537
2021 Q2	$790K	Buy	29,422 +15,919	+118%	+$427K	0.01%	540
2021 Q1	$360K	Buy	+13,503	New	+$361K	0.01%	729

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

Avantax Advisory Services's MMIT Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in NYLIM MacKay Muni Intermediate ETF (MMIT) in Q2 2025: 10,575 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #2048 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in MMIT as recently as Q4 2024.

Avantax Advisory Services first reported a position in MMIT in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.62M in Q1 2022. 122 funds tracked by Wall St. Rank hold MMIT as of Q2 2025.

Avantax Advisory Services held 10,575 shares of NYLIM MacKay Muni Intermediate ETF worth $252K as of Q2 2025.
NYLIM MacKay Muni Intermediate ETF was a new Avantax Advisory Services position in Q2 2025.
NYLIM MacKay Muni Intermediate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2048 holding.
Avantax Advisory Services first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 2021 and has held it in 15 quarters since.
Avantax Advisory Services's NYLIM MacKay Muni Intermediate ETF position peaked at $1.62M in Q1 2022.
122 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.