EWA
NYM

EP Wealth Advisors’s AB New York Intermediate Municipal ETF NYM Stock Holding History

EP Wealth Advisors’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
Q1 		$3.33M Sell
133,365
-8,894
-6% -$223K 0.02% 373
2025
Q4 		$3.56M Buy
+142,259
New +$3.56M 0.02% 333

Other funds holding NYM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

EP Wealth Advisors's NYM Position: Q1 2026 in Review

EP Wealth Advisors reduced its AB New York Intermediate Municipal ETF (NYM) stake by 6.3% in Q1 2026, selling an estimated $223K and leaving 133,365 shares worth $3.33M. The position accounts for 0.02% of the portfolio, ranked #373.

EP Wealth Advisors first reported a position in NYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.56M in Q4 2025. 35 funds tracked by Wall St. Rank hold NYM as of Q1 2026.

  • EP Wealth Advisors held 133,365 shares of AB New York Intermediate Municipal ETF worth $3.33M as of Q1 2026.
  • EP Wealth Advisors sold 8,894 AB New York Intermediate Municipal ETF shares in Q1 2026, an estimated $223K.
  • AB New York Intermediate Municipal ETF made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #373 holding.
  • EP Wealth Advisors first reported a position in AB New York Intermediate Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's AB New York Intermediate Municipal ETF position peaked at $3.56M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held AB New York Intermediate Municipal ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.