EP Wealth Advisors’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

EP Wealth 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	$1.07M	Buy	+44,071	New	+$1.07M	﹤0.01%	725

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

EP Wealth Advisors's MMIT Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in NYLIM MacKay Muni Intermediate ETF (MMIT) in Q2 2026: 44,071 shares worth $1.07M. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings.

171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

EP Wealth Advisors held 44,071 shares of NYLIM MacKay Muni Intermediate ETF worth $1.07M as of Q2 2026.
NYLIM MacKay Muni Intermediate ETF was a new EP Wealth Advisors position in Q2 2026.
NYLIM MacKay Muni Intermediate ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #725 holding.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.