NewSquare Capital’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

NewSquare Capital’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	$584K	Buy	23,991 +578	+2%	+$14K	0.04%	177
2026 Q1	$564K	Buy	23,413 +940	+4%	+$23K	0.05%	161
2025 Q4	$547K	Sell	22,473 -1,497	-6%	-$36.4K	0.05%	152
2025 Q3	$582K	Buy	23,970 +396	+2%	+$9.48K	0.04%	150
2025 Q2	$562K	Buy	23,574 +636	+3%	+$15.1K	0.04%	146
2025 Q1	$550K	Buy	+22,938	New	+$553K	0.04%	145

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

NewSquare Capital's MMIT Position: Q2 2026 in Review

NewSquare Capital increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 2.5% in Q2 2026, buying an estimated $14K and bringing the position to 23,991 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #177.

NewSquare Capital first reported a position in MMIT in Q1 2025 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

NewSquare Capital held 23,991 shares of NYLIM MacKay Muni Intermediate ETF worth $584K as of Q2 2026.
NewSquare Capital bought 578 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $14K.
NYLIM MacKay Muni Intermediate ETF made up 0.04% of NewSquare Capital's portfolio in Q2 2026, its #177 holding.
NewSquare Capital first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 2025 and has held it in 6 quarters since.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.