CAPTRUST Financial Advisors’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

CAPTRUST Financial Advisors’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	$1.14M	Buy	46,864 +2,970	+7%	+$72.2K	﹤0.01%	1670
2026 Q1	$1.06M	Sell	43,894 -10,039	-19%	-$246K	﹤0.01%	1586
2025 Q4	$1.31M	Sell	53,933 -3,840	-7%	-$93.5K	﹤0.01%	1333
2025 Q3	$1.4M	Sell	57,773 -3,363	-6%	-$80.5K	﹤0.01%	1231
2025 Q2	$1.46M	Sell	61,136 -29,060	-32%	-$690K	﹤0.01%	1129
2025 Q1	$2.16M	Buy	90,196 +176	+0.2%	+$4.25K	0.01%	875
2024 Q4	$2.16M	Sell	90,020 -3,082	-3%	-$74.8K	0.01%	854
2024 Q3	$2.29M	Sell	93,102 -2,394	-3%	-$58.4K	0.01%	806
2024 Q2	$2.31M	Buy	95,496 +1,846	+2%	+$44.6K	0.01%	759
2024 Q1	$2.28M	Sell	93,650 -17,558	-16%	-$429K	0.01%	753
2023 Q4	$2.73M	Sell	111,208 -24,009	-18%	-$573K	0.01%	778
2023 Q3	$3.18M	Buy	135,217 +753	+0.6%	+$18.1K	0.01%	677
2023 Q2	$3.28M	Buy	+134,464	New	+$3.28M	0.01%	643

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

CAPTRUST Financial Advisors's MMIT Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 6.8% in Q2 2026, buying an estimated $72.2K and bringing the position to 46,864 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

CAPTRUST Financial Advisors first reported a position in MMIT in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.28M in Q2 2023. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

CAPTRUST Financial Advisors held 46,864 shares of NYLIM MacKay Muni Intermediate ETF worth $1.14M as of Q2 2026.
CAPTRUST Financial Advisors bought 2,970 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $72.2K.
NYLIM MacKay Muni Intermediate ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1670 holding.
CAPTRUST Financial Advisors first reported a position in NYLIM MacKay Muni Intermediate ETF in Q2 2023 and has held it in 13 quarters since.
CAPTRUST Financial Advisors's NYLIM MacKay Muni Intermediate ETF position peaked at $3.28M in Q2 2023.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.