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 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

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

Avantax Planning Partners's MMIT Position: Q2 2026 in Review

Avantax Planning Partners reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 3.6% in Q2 2026, selling an estimated $146K and leaving 162,453 shares worth $3.96M. The position accounts for 0.1% of the portfolio, ranked #110.

Avantax Planning Partners first reported a position in MMIT in Q3 2023 and has held it in 12 quarters since. The position peaked at $31.5M in Q2 2025. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Avantax Planning Partners held 162,453 shares of NYLIM MacKay Muni Intermediate ETF worth $3.96M as of Q2 2026.
Avantax Planning Partners sold 6,016 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $146K.
NYLIM MacKay Muni Intermediate ETF made up 0.1% of Avantax Planning Partners's portfolio in Q2 2026, its #110 holding.
Avantax Planning Partners first reported a position in NYLIM MacKay Muni Intermediate ETF in Q3 2023 and has held it in 12 quarters since.
Avantax Planning Partners's NYLIM MacKay Muni Intermediate ETF position peaked at $31.5M in Q2 2025.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.