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
Q2 		$3.91M Buy
155,702
+22,337
+17% +$559K 0.02% 435
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 $302B AUM 26.44% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

EP Wealth Advisors increased its AB New York Intermediate Municipal ETF (NYM) stake by 17% in Q2 2026, buying an estimated $559K and bringing the position to 155,702 shares worth $3.91M. The position accounts for 0.02% of the portfolio, ranked #435.

EP Wealth Advisors 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.

  • EP Wealth Advisors held 155,702 shares of AB New York Intermediate Municipal ETF worth $3.91M as of Q2 2026.
  • EP Wealth Advisors bought 22,337 AB New York Intermediate Municipal ETF shares in Q2 2026, an estimated $559K.
  • AB New York Intermediate Municipal ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #435 holding.
  • EP Wealth Advisors 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.