Orion Portfolio Solutions’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$10.5M	Buy	+439,103	New	+$10.6M	0.1%	184

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

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 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

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Orion Portfolio Solutions's MMIT Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in NYLIM MacKay Muni Intermediate ETF (MMIT) in Q1 2025: 439,103 shares worth $10.5M. The stake represents 0.1% of the portfolio and ranks #184 among its holdings.

118 funds tracked by Wall St. Rank hold MMIT as of Q1 2025.

Orion Portfolio Solutions held 439,103 shares of NYLIM MacKay Muni Intermediate ETF worth $10.5M as of Q1 2025.
NYLIM MacKay Muni Intermediate ETF was a new Orion Portfolio Solutions position in Q1 2025.
NYLIM MacKay Muni Intermediate ETF made up 0.1% of Orion Portfolio Solutions's portfolio in Q1 2025, its #184 holding.
118 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.