Opes Wealth Management’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Opes Wealth Management’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 Q1	$1.03M	Buy	42,535 +1,835	+5%	+$44.9K	0.17%	72
2025 Q4	$990K	Buy	40,700 +965	+2%	+$23.5K	0.16%	77
2025 Q3	$966K	Buy	39,735 +480	+1%	+$11.5K	0.17%	71
2025 Q2	$936K	Buy	39,255 +3,250	+9%	+$77.1K	0.17%	70
2025 Q1	$863K	Sell	36,005 -1,690	-4%	-$40.8K	0.17%	67
2024 Q4	$905K	Buy	37,695 +5,150	+16%	+$125K	0.19%	64
2024 Q3	$801K	Buy	32,545 +2,250	+7%	+$54.9K	0.15%	66
2024 Q2	$733K	Buy	30,295 +755	+3%	+$18.2K	0.15%	64
2024 Q1	$720K	Buy	29,540 +5,540	+23%	+$135K	0.17%	69
2023 Q4	$589K	Buy	24,000 +2,950	+14%	+$70.4K	0.14%	74
2023 Q3	$495K	Buy	21,050 +5,375	+34%	+$129K	0.14%	78
2023 Q2	$382K	Buy	15,675 +1,675	+12%	+$40.9K	0.11%	94
2023 Q1	$344K	Hold	14,000	–	–	0.11%	86
2022 Q4	$338K	Buy	14,000 +2,000	+17%	+$47.6K	0.12%	83
2022 Q3	$281K	Buy	+12,000	New	+$292K	0.11%	79

Other funds holding MMIT

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Opes Wealth Management's MMIT Position: Q1 2026 in Review

Opes Wealth Management increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 4.5% in Q1 2026, buying an estimated $44.9K and bringing the position to 42,535 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #72.

Opes Wealth Management first reported a position in MMIT in Q3 2022 and has held it in 15 quarters since. 160 funds tracked by Wall St. Rank hold MMIT as of Q1 2026.

Opes Wealth Management held 42,535 shares of NYLIM MacKay Muni Intermediate ETF worth $1.03M as of Q1 2026.
Opes Wealth Management bought 1,835 NYLIM MacKay Muni Intermediate ETF shares in Q1 2026, an estimated $44.9K.
NYLIM MacKay Muni Intermediate ETF made up 0.17% of Opes Wealth Management's portfolio in Q1 2026, its #72 holding.
Opes Wealth Management first reported a position in NYLIM MacKay Muni Intermediate ETF in Q3 2022 and has held it in 15 quarters since.
160 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.