Axxcess Wealth Management’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Axxcess Wealth Management’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	$8.45M	Buy	+346,856	New	+$8.43M	0.13%	150
2026 Q1	–	Sell	-43,206	Closed	-$1.05M	–	761
2025 Q4	$1.05M	Buy	43,206 +1,103	+3%	+$26.9K	0.02%	503
2025 Q3	$1.02M	Buy	42,103 +1,942	+5%	+$46.5K	0.02%	439
2025 Q2	$958K	Buy	40,161 +1,582	+4%	+$37.5K	0.02%	436
2025 Q1	$925K	Buy	+38,579	New	+$930K	0.02%	413

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

Axxcess Wealth Management's MMIT Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in NYLIM MacKay Muni Intermediate ETF (MMIT) in Q2 2026: 346,856 shares worth $8.45M. The stake represents 0.13% of the portfolio and ranks #150 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MMIT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MMIT in Q1 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Axxcess Wealth Management held 346,856 shares of NYLIM MacKay Muni Intermediate ETF worth $8.45M as of Q2 2026.
NYLIM MacKay Muni Intermediate ETF was a new Axxcess Wealth Management position in Q2 2026.
NYLIM MacKay Muni Intermediate ETF made up 0.13% of Axxcess Wealth Management's portfolio in Q2 2026, its #150 holding.
Axxcess Wealth Management first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 2025 and has held it in 5 quarters since.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.