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 Q3	$7.67M	Buy	318,716 +191,321	+150%	+$4.73M	﹤0.01%	2449
2026 Q2	$3.2M	Buy	127,395 +24,609	+24%	+$616K	﹤0.01%	3241
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

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Elequin Capital New York $1.47B AUM 5.26% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

LPL Financial's NYM Position: Q3 2026 in Review

LPL Financial increased its AB New York Intermediate Municipal ETF (NYM) stake by 150% in Q3 2026, buying an estimated $4.73M and bringing the position to 318,716 shares worth $7.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2449.

LPL Financial first reported a position in NYM in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold NYM as of Q3 2026.

LPL Financial held 318,716 shares of AB New York Intermediate Municipal ETF worth $7.67M as of Q3 2026.
LPL Financial bought 191,321 AB New York Intermediate Municipal ETF shares in Q3 2026, an estimated $4.73M.
AB New York Intermediate Municipal ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2449 holding.
LPL Financial first reported a position in AB New York Intermediate Municipal ETF in Q4 2025 and has held it in 4 quarters since.
29 funds tracked by Wall St. Rank held AB New York Intermediate Municipal ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.