Kestra Advisory Services’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Kestra Advisory 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	$247K	Sell	10,127 -3,613	-26%	-$87.8K	﹤0.01%	2941
2026 Q1	$331K	Buy	13,740 +5,723	+71%	+$140K	﹤0.01%	2536
2025 Q4	$195K	Buy	+8,017	New	+$195K	﹤0.01%	2906
2025 Q3	–	Sell	-9,019	Closed	-$215K	–	2978
2025 Q2	$215K	Sell	9,019 -10,427	-54%	-$247K	﹤0.01%	2616
2025 Q1	$466K	Buy	19,446 +2,437	+14%	+$58.8K	﹤0.01%	1858
2024 Q4	$408K	Buy	17,009 +1,084	+7%	+$26.3K	﹤0.01%	2015
2024 Q3	$392K	Buy	15,925 +956	+6%	+$23.3K	﹤0.01%	1923
2024 Q2	$362K	Buy	14,969 +169	+1%	+$4.08K	﹤0.01%	2001
2024 Q1	$361K	Buy	14,800 +4,214	+40%	+$103K	﹤0.01%	1875
2023 Q4	$260K	Sell	10,586 -7,037	-40%	-$168K	﹤0.01%	1938
2023 Q3	$414K	Buy	+17,623	New	+$424K	﹤0.01%	1474
2022 Q4	–	Sell	-11,031	Closed	-$258K	–	2305
2022 Q3	$258K	Buy	+11,031	New	+$268K	﹤0.01%	1695
2021 Q3	–	Sell	-8,816	Closed	-$237K	–	2153
2021 Q2	$237K	Sell	8,816 -3,756	-30%	-$101K	﹤0.01%	1742
2021 Q1	$335K	Buy	12,572 +351	+3%	+$9.38K	﹤0.01%	1398
2020 Q4	$327K	Buy	+12,221	New	+$324K	﹤0.01%	1429

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

Kestra Advisory Services's MMIT Position: Q2 2026 in Review

Kestra Advisory Services reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 26% in Q2 2026, selling an estimated $87.8K and leaving 10,127 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2941.

Kestra Advisory Services first reported a position in MMIT in Q4 2020 and has held it in 15 quarters since. The position peaked at $466K in Q1 2025. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Kestra Advisory Services held 10,127 shares of NYLIM MacKay Muni Intermediate ETF worth $247K as of Q2 2026.
Kestra Advisory Services sold 3,613 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $87.8K.
NYLIM MacKay Muni Intermediate ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2941 holding.
Kestra Advisory Services first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2020 and has held it in 15 quarters since.
Kestra Advisory Services's NYLIM MacKay Muni Intermediate ETF position peaked at $466K in Q1 2025.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.