Kestra Advisory Services
MMIT icon

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
Q3 		– Sell
-10,127
Closed -$247K – 3501
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

Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Smith & Howard Wealth Management
Smith & Howard Wealth Management Atlanta, Georgia $523M AUM 7.93% 1-Year Est. Return
Lebenthal Global Advisors
Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Condor Capital Management
Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Kestra Advisory Services's MMIT Position: Q3 2026 in Review

Kestra Advisory Services sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q3 2026, closing a stake of 10,127 shares — an estimated $247K sold.

Kestra Advisory Services first reported a position in MMIT in Q4 2020 and held it in 15 quarters. The position peaked at $466K in Q1 2025. 96 funds tracked by Wall St. Rank hold MMIT as of Q3 2026.

  • Kestra Advisory Services reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q3 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 10,127 NYLIM MacKay Muni Intermediate ETF shares in Q3 2026, an estimated $247K.
  • Kestra Advisory Services first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2020 and held it in 15 quarters.
  • Kestra Advisory Services's NYLIM MacKay Muni Intermediate ETF position peaked at $466K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.