J.W. Cole Advisors’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

J.W. Cole 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	$488K	Buy	+20,040	New	+$487K	0.01%	1018
2026 Q1	–	Sell	-17,837	Closed	-$434K	–	1204
2025 Q4	$434K	Buy	17,837 +1,846	+12%	+$44.9K	0.01%	947
2025 Q3	$389K	Buy	15,991 +433	+3%	+$10.4K	0.01%	1102
2025 Q2	$371K	Buy	15,558 +178	+1%	+$4.22K	0.01%	1038
2025 Q1	$369K	Buy	+15,380	New	+$371K	0.01%	875

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

J.W. Cole Advisors's MMIT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in NYLIM MacKay Muni Intermediate ETF (MMIT) in Q2 2026: 20,040 shares worth $488K. The stake represents 0.01% of the portfolio and ranks #1018 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in MMIT as recently as Q4 2025.

J.W. Cole Advisors first reported a position in MMIT in Q1 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

J.W. Cole Advisors held 20,040 shares of NYLIM MacKay Muni Intermediate ETF worth $488K as of Q2 2026.
NYLIM MacKay Muni Intermediate ETF was a new J.W. Cole Advisors position in Q2 2026.
NYLIM MacKay Muni Intermediate ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1018 holding.
J.W. Cole Advisors first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 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 J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.