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High Net Worth Advisory Group’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-2,000
Closed -$48.3K – 426
2022
Q4 		$48.3K Sell
2,000
-21,800
-92% -$519K 0.02% 333
2022
Q3 		$557K Hold
23,800
– – 0.24% 93
2022
Q2 		$578K Hold
23,800
– – 0.24% 95
2022
Q1 		$598K Hold
23,800
– – 0.22% 94
2021
Q4 		$635K Buy
+23,800
New +$635K 0.22% 93

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

High Net Worth Advisory Group's MMIT Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q1 2023, closing a stake of 2,000 shares — an estimated $48.3K sold.

High Net Worth Advisory Group first reported a position in MMIT in Q4 2021 and held it in 5 quarters. The position peaked at $635K in Q4 2021. 74 funds tracked by Wall St. Rank hold MMIT as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 2,000 NYLIM MacKay Muni Intermediate ETF shares in Q1 2023, an estimated $48.3K.
  • High Net Worth Advisory Group first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's NYLIM MacKay Muni Intermediate ETF position peaked at $635K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.