LNC
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Lincoln National Corp’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-18,159
Closed -$443K – 731
2024
Q1 		$443K Buy
18,159
+2,679
+17% +$65.5K 0.01% 796
2023
Q4 		$380K Buy
15,480
+3,500
+29% +$83.5K 0.01% 778
2023
Q3 		$282K Buy
+11,980
New +$288K 0.01% 818

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lincoln National Corp's MMIT Position: Q2 2024 in Review

Lincoln National Corp sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q2 2024, closing a stake of 18,159 shares — an estimated $443K sold.

Lincoln National Corp first reported a position in MMIT in Q3 2023 and held it in 3 quarters. The position peaked at $443K in Q1 2024. 94 funds tracked by Wall St. Rank hold MMIT as of Q2 2024.

  • Lincoln National Corp reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 18,159 NYLIM MacKay Muni Intermediate ETF shares in Q2 2024, an estimated $443K.
  • Lincoln National Corp first reported a position in NYLIM MacKay Muni Intermediate ETF in Q3 2023 and held it in 3 quarters.
  • Lincoln National Corp's NYLIM MacKay Muni Intermediate ETF position peaked at $443K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.