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Creative Financial Designs’s AB New York Intermediate Municipal ETF NYM Stock Holding History

Creative Financial Designs’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
Q2 		$188K Buy
7,482
+801
+12% +$20K 0.01% 621
2026
Q1 		$167K Buy
6,681
+117
+2% +$2.94K 0.01% 557
2025
Q4 		$164K Buy
+6,564
New +$164K 0.01% 519

Other funds holding NYM

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AF
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TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 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 $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Financial Designs's NYM Position: Q2 2026 in Review

Creative Financial Designs increased its AB New York Intermediate Municipal ETF (NYM) stake by 12% in Q2 2026, buying an estimated $20K and bringing the position to 7,482 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #621.

Creative Financial Designs first reported a position in NYM in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold NYM as of Q2 2026.

  • Creative Financial Designs held 7,482 shares of AB New York Intermediate Municipal ETF worth $188K as of Q2 2026.
  • Creative Financial Designs bought 801 AB New York Intermediate Municipal ETF shares in Q2 2026, an estimated $20K.
  • AB New York Intermediate Municipal ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #621 holding.
  • Creative Financial Designs first reported a position in AB New York Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held AB New York Intermediate Municipal ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.