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

Evolution 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	$543K	Sell	22,313 -8,100	-27%	-$197K	0.06%	110
2026 Q1	$733K	Hold	30,413	–	–	0.07%	90
2025 Q4	$740K	Hold	30,413	–	–	0.07%	82
2025 Q3	$739K	Hold	30,413	–	–	0.1%	85
2025 Q2	$725K	Hold	30,413	–	–	0.11%	83
2025 Q1	$729K	Sell	30,413 -1,900	-6%	-$45.8K	0.12%	77
2024 Q4	$776K	Hold	32,313	–	–	0.13%	71
2024 Q3	$795K	Hold	32,313	–	–	0.14%	65
2024 Q2	$781K	Hold	32,313	–	–	0.15%	66
2024 Q1	$788K	Hold	32,313	–	–	0.15%	66
2023 Q4	$794K	Hold	32,313	–	–	0.16%	63
2023 Q3	$759K	Hold	32,313	–	–	0.17%	60
2023 Q2	$787K	Hold	32,313	–	–	0.17%	57
2023 Q1	$795K	Buy	+32,313	New	+$790K	0.19%	55

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

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

Evolution Wealth Advisors reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 27% in Q2 2026, selling an estimated $197K and leaving 22,313 shares worth $543K. The position accounts for 0.06% of the portfolio, ranked #110.

Evolution Wealth Advisors first reported a position in MMIT in Q1 2023 and has held it in 14 quarters since. The position peaked at $795K in Q3 2024. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Evolution Wealth Advisors held 22,313 shares of NYLIM MacKay Muni Intermediate ETF worth $543K as of Q2 2026.
Evolution Wealth Advisors sold 8,100 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $197K.
NYLIM MacKay Muni Intermediate ETF made up 0.06% of Evolution Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Evolution Wealth Advisors first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 2023 and has held it in 14 quarters since.
Evolution Wealth Advisors's NYLIM MacKay Muni Intermediate ETF position peaked at $795K in Q3 2024.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.