LPL Financial
NYM

LPL Financial’s AB New York Intermediate Municipal ETF NYM Stock Holding History

LPL Financial’s Portfolio NYM Stock Details NYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.56M Buy
102,786
+11,516
+13% +$289K ﹤0.01% 3263
2025
Q4 		$2.28M Buy
+91,270
New +$2.28M ﹤0.01% 3276

Other funds holding NYM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial's NYM Position: Q1 2026 in Review

LPL Financial increased its AB New York Intermediate Municipal ETF (NYM) stake by 13% in Q1 2026, buying an estimated $289K and bringing the position to 102,786 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #3263.

LPL Financial first reported a position in NYM in Q4 2025 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold NYM as of Q1 2026.

  • LPL Financial held 102,786 shares of AB New York Intermediate Municipal ETF worth $2.56M as of Q1 2026.
  • LPL Financial bought 11,516 AB New York Intermediate Municipal ETF shares in Q1 2026, an estimated $289K.
  • AB New York Intermediate Municipal ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3263 holding.
  • LPL Financial first reported a position in AB New York Intermediate Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held AB New York Intermediate Municipal ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.