IWP
MMSD

Invenio Wealth Partners’s NYLI MacKay Muni Short Duration ETF MMSD Stock Holding History

Invenio Wealth Partners’s Portfolio MMSD Stock Details MMSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.57M Buy
+219,844
New +$5.57M 1.99% 16

Other funds holding MMSD

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Invenio Wealth Partners opened a new position in NYLI MacKay Muni Short Duration ETF (MMSD) in Q2 2026: 219,844 shares worth $5.57M. The stake represents 1.99% of the portfolio and ranks #16 among its holdings.

7 funds tracked by Wall St. Rank hold MMSD as of Q2 2026.

  • Invenio Wealth Partners held 219,844 shares of NYLI MacKay Muni Short Duration ETF worth $5.57M as of Q2 2026.
  • NYLI MacKay Muni Short Duration ETF was a new Invenio Wealth Partners position in Q2 2026.
  • NYLI MacKay Muni Short Duration ETF made up 1.99% of Invenio Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • 7 funds tracked by Wall St. Rank held NYLI MacKay Muni Short Duration ETF as of Q2 2026.

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