Pathstone Holdings
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Pathstone Holdings’s NYLIM MacKay Muni Insured ETF MMIN Stock Holding History

Pathstone Holdings’s Portfolio MMIN Stock Details MMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,869
Closed -$378K – 2343
2024
Q4 		$378K Buy
15,869
+155
+1% +$3.75K ﹤0.01% 1854
2024
Q3 		$386K Buy
15,714
+153
+1% +$3.72K ﹤0.01% 1855
2024
Q2 		$374K Buy
15,561
+851
+6% +$20.4K ﹤0.01% 1842
2024
Q1 		$357K Buy
14,710
+144
+1% +$3.51K ﹤0.01% 1833
2023
Q4 		$358K Buy
+14,566
New +$340K ﹤0.01% 1710

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Bank of America
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CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Pathstone Holdings's MMIN Position: Q1 2025 in Review

Pathstone Holdings sold out of NYLIM MacKay Muni Insured ETF (MMIN) in Q1 2025, closing a stake of 15,869 shares — an estimated $378K sold.

Pathstone Holdings first reported a position in MMIN in Q4 2023 and held it in 5 quarters. The position peaked at $386K in Q3 2024. 51 funds tracked by Wall St. Rank hold MMIN as of Q1 2025.

  • Pathstone Holdings reported no remaining NYLIM MacKay Muni Insured ETF position as of Q1 2025 after selling out during the quarter.
  • Pathstone Holdings sold 15,869 NYLIM MacKay Muni Insured ETF shares in Q1 2025, an estimated $378K.
  • Pathstone Holdings first reported a position in NYLIM MacKay Muni Insured ETF in Q4 2023 and held it in 5 quarters.
  • Pathstone Holdings's NYLIM MacKay Muni Insured ETF position peaked at $386K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q1 2025.

Based on Pathstone Holdings's 13F filing for Q1 2025, filed 15 May 2025.