Avantax Planning Partners
MMIT icon

Avantax Planning Partners’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Avantax Planning Partners’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 		$2.31M Sell
101,031
-61,422
-38% -$1.47M 0.06% 129
2026
Q2 		$3.96M Sell
162,453
-6,016
-4% -$146K 0.1% 110
2026
Q1 		$4.06M Sell
168,469
-3,030
-2% -$74.2K 0.11% 102
2025
Q4 		$4.17M Sell
171,499
-18,776
-10% -$457K 0.12% 96
2025
Q3 		$4.62M Sell
190,275
-1,130,340
-86% -$27.1M 0.13% 90
2025
Q2 		$31.5M Buy
1,320,615
+628,283
+91% +$14.9M 1% 19
2025
Q1 		$16.6M Buy
692,332
+3,021
+0.4% +$72.9K 0.59% 29
2024
Q4 		$16.6M Sell
689,311
-55,640
-7% -$1.35M 0.6% 29
2024
Q3 		$18.3M Sell
744,951
-311,789
-30% -$7.61M 0.66% 28
2024
Q2 		$25.6M Sell
1,056,740
-19,127
-2% -$462K 0.82% 20
2024
Q1 		$26.2M Sell
1,075,867
-40,378
-4% -$987K 0.85% 22
2023
Q4 		$27.4M Buy
1,116,245
+1,101,741
+7,596% +$26.3M 1.04% 20
2023
Q3 		$341K Buy
+14,504
New +$349K 0.01% 265

Other funds holding MMIT

Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Smith & Howard Wealth Management
Smith & Howard Wealth Management Atlanta, Georgia $523M AUM 7.93% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Avantax Planning Partners's MMIT Position: Q3 2026 in Review

Avantax Planning Partners reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 38% in Q3 2026, selling an estimated $1.47M and leaving 101,031 shares worth $2.31M. The position accounts for 0.06% of the portfolio, ranked #129.

Avantax Planning Partners first reported a position in MMIT in Q3 2023 and has held it in 13 quarters since. The position peaked at $31.5M in Q2 2025. 107 funds tracked by Wall St. Rank hold MMIT as of Q3 2026.

  • Avantax Planning Partners held 101,031 shares of NYLIM MacKay Muni Intermediate ETF worth $2.31M as of Q3 2026.
  • Avantax Planning Partners sold 61,422 NYLIM MacKay Muni Intermediate ETF shares in Q3 2026, an estimated $1.47M.
  • NYLIM MacKay Muni Intermediate ETF made up 0.06% of Avantax Planning Partners's portfolio in Q3 2026, its #129 holding.
  • Avantax Planning Partners first reported a position in NYLIM MacKay Muni Intermediate ETF in Q3 2023 and has held it in 13 quarters since.
  • Avantax Planning Partners's NYLIM MacKay Muni Intermediate ETF position peaked at $31.5M in Q2 2025.
  • 107 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q3 2026.

Based on Avantax Planning Partners's 13F filing for Q3 2026, filed 3 Nov 2026.