Envestnet Portfolio Solutions
NYM

Envestnet Portfolio Solutions’s AB New York Intermediate Municipal ETF NYM Stock Holding History

Envestnet Portfolio Solutions’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 		$230K Sell
9,162
-141
-2% -$3.53K ﹤0.01% 1311
2026
Q1 		$232K Hold
9,303
– – ﹤0.01% 1213
2025
Q4 		$233K Buy
+9,303
New +$233K ﹤0.01% 1408

Other funds holding NYM

AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 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
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Envestnet Portfolio Solutions's NYM Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its AB New York Intermediate Municipal ETF (NYM) stake by 1.5% in Q2 2026, selling an estimated $3.53K and leaving 9,162 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Envestnet Portfolio Solutions first reported a position in NYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $233K in Q4 2025. 14 funds tracked by Wall St. Rank hold NYM as of Q2 2026.

  • Envestnet Portfolio Solutions held 9,162 shares of AB New York Intermediate Municipal ETF worth $230K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 141 AB New York Intermediate Municipal ETF shares in Q2 2026, an estimated $3.53K.
  • AB New York Intermediate Municipal ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1311 holding.
  • Envestnet Portfolio Solutions first reported a position in AB New York Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • Envestnet Portfolio Solutions's AB New York Intermediate Municipal ETF position peaked at $233K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held AB New York Intermediate Municipal ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.