Invenio Wealth Partners’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Invenio Wealth Partners’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	$11.2M	Buy	461,315 +51,272	+13%	+$1.25M	4.02%	10
2026 Q1	$9.88M	Buy	410,043 +11,915	+3%	+$292K	3.92%	9
2025 Q4	$9.69M	Buy	398,128 +20,530	+5%	+$500K	3.6%	9
2025 Q3	$9.18M	Buy	377,598 +77,223	+26%	+$1.85M	3.34%	9
2025 Q2	$7.16M	Buy	+300,375	New	+$7.13M	2.85%	13

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

Invenio Wealth Partners's MMIT Position: Q2 2026 in Review

Invenio Wealth Partners increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 13% in Q2 2026, buying an estimated $1.25M and bringing the position to 461,315 shares worth $11.2M. The position accounts for 4.02% of the portfolio, ranked #10.

Invenio Wealth Partners first reported a position in MMIT in Q2 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Invenio Wealth Partners held 461,315 shares of NYLIM MacKay Muni Intermediate ETF worth $11.2M as of Q2 2026.
Invenio Wealth Partners bought 51,272 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $1.25M.
NYLIM MacKay Muni Intermediate ETF made up 4.02% of Invenio Wealth Partners's portfolio in Q2 2026, its #10 holding.
Invenio Wealth Partners first reported a position in NYLIM MacKay Muni Intermediate ETF in Q2 2025 and has held it in 5 quarters since.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.