Brady Martz Wealth Solutions’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Brady Martz Wealth Solutions’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	$3.75M	Sell	153,847 -21,125	-12%	-$513K	0.57%	39
2026 Q1	$4.22M	Sell	174,972 -3,502	-2%	-$85.7K	0.72%	31
2025 Q4	$4.34M	Sell	178,474 -12,779	-7%	-$311K	0.76%	32
2025 Q3	$4.65M	Sell	191,253 -15,650	-8%	-$375K	0.84%	31
2025 Q2	$4.93M	Sell	206,903 -31,589	-13%	-$750K	0.95%	31
2025 Q1	$5.72M	Sell	238,492 -1,826	-0.8%	-$44K	1.29%	20
2024 Q4	$5.75M	Buy	+240,318	New	+$5.84M	1.39%	14

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

Brady Martz Wealth Solutions's MMIT Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 12% in Q2 2026, selling an estimated $513K and leaving 153,847 shares worth $3.75M. The position accounts for 0.57% of the portfolio, ranked #39.

Brady Martz Wealth Solutions first reported a position in MMIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.75M in Q4 2024. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Brady Martz Wealth Solutions held 153,847 shares of NYLIM MacKay Muni Intermediate ETF worth $3.75M as of Q2 2026.
Brady Martz Wealth Solutions sold 21,125 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $513K.
NYLIM MacKay Muni Intermediate ETF made up 0.57% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #39 holding.
Brady Martz Wealth Solutions first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's NYLIM MacKay Muni Intermediate ETF position peaked at $5.75M in Q4 2024.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.