Cooper Financial Group
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Cooper Financial Group’s NYLIM MacKay Muni Insured ETF MMIN Stock Holding History

Cooper Financial Group’s Portfolio MMIN Stock Details MMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$452K Buy
20,286
+5,645
+39% +$133K 0.04% 274
2026
Q2 		$354K Buy
14,641
+2,389
+19% +$57.4K 0.03% 311
2026
Q1 		$290K Buy
+12,252
New +$295K 0.03% 335

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First Heartland Consultants
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Atria Investments
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Purus Wealth Management
Purus Wealth Management Newport Beach, California $366M AUM 31.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hilton Head Capital Partners
Hilton Head Capital Partners Hilton Head Island, South Carolina $185M AUM 26.97% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Cooper Financial Group's MMIN Position: Q3 2026 in Review

Cooper Financial Group increased its NYLIM MacKay Muni Insured ETF (MMIN) stake by 39% in Q3 2026, buying an estimated $133K and bringing the position to 20,286 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #274.

Cooper Financial Group first reported a position in MMIN in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold MMIN as of Q3 2026.

  • Cooper Financial Group held 20,286 shares of NYLIM MacKay Muni Insured ETF worth $452K as of Q3 2026.
  • Cooper Financial Group bought 5,645 NYLIM MacKay Muni Insured ETF shares in Q3 2026, an estimated $133K.
  • NYLIM MacKay Muni Insured ETF made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #274 holding.
  • Cooper Financial Group first reported a position in NYLIM MacKay Muni Insured ETF in Q1 2026 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.