Beacon Pointe Advisors’s AB New York Intermediate Municipal ETF NYM Stock Holding History

Beacon Pointe Advisors’s Portfolio NYM Stock Details NYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$643K	Sell	25,778 -9,412	-27%	-$236K	﹤0.01%	1185
2025 Q4	$880K	Buy	+35,190	New	+$880K	0.01%	875

Other funds holding NYM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Beacon Pointe Advisors's NYM Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its AB New York Intermediate Municipal ETF (NYM) stake by 27% in Q1 2026, selling an estimated $236K and leaving 25,778 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Beacon Pointe Advisors first reported a position in NYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $880K in Q4 2025. 35 funds tracked by Wall St. Rank hold NYM as of Q1 2026.

Beacon Pointe Advisors held 25,778 shares of AB New York Intermediate Municipal ETF worth $643K as of Q1 2026.
Beacon Pointe Advisors sold 9,412 AB New York Intermediate Municipal ETF shares in Q1 2026, an estimated $236K.
AB New York Intermediate Municipal ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1185 holding.
Beacon Pointe Advisors first reported a position in AB New York Intermediate Municipal ETF in Q4 2025 and has held it in 2 quarters since.
Beacon Pointe Advisors's AB New York Intermediate Municipal ETF position peaked at $880K in Q4 2025.
35 funds tracked by Wall St. Rank held AB New York Intermediate Municipal ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.