Hapanowicz & Associates Financial Services’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Hapanowicz & Associates Financial Services’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	$2.53M	Buy	103,845 +7,265	+8%	+$177K	0.79%	12
2026 Q1	$2.33M	Buy	96,580 +34,876	+57%	+$854K	0.93%	11
2025 Q4	$1.5M	Buy	+61,704	New	+$1.5M	0.59%	11

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

Hapanowicz & Associates Financial Services's MMIT Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 7.5% in Q2 2026, buying an estimated $177K and bringing the position to 103,845 shares worth $2.53M. The position accounts for 0.79% of the portfolio, ranked #12.

Hapanowicz & Associates Financial Services first reported a position in MMIT in Q4 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Hapanowicz & Associates Financial Services held 103,845 shares of NYLIM MacKay Muni Intermediate ETF worth $2.53M as of Q2 2026.
Hapanowicz & Associates Financial Services bought 7,265 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $177K.
NYLIM MacKay Muni Intermediate ETF made up 0.79% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #12 holding.
Hapanowicz & Associates Financial Services first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2025 and has held it in 3 quarters since.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.