Root Financial Partners’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Root Financial Partners’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	–	Sell	-3,400	Closed	-$82K	–	2088
2026 Q1	$82K	Hold	3,400	–	–	﹤0.01%	646
2025 Q4	$82.7K	Buy	+3,400	New	+$82.8K	﹤0.01%	538

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

Root Financial Partners's MMIT Position: Q2 2026 in Review

Root Financial Partners sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q2 2026, closing a stake of 3,400 shares — an estimated $82K sold.

Root Financial Partners first reported a position in MMIT in Q4 2025 and held it in 2 quarters. The position peaked at $82.7K in Q4 2025. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Root Financial Partners reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3,400 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $82K.
Root Financial Partners first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2025 and held it in 2 quarters.
Root Financial Partners's NYLIM MacKay Muni Intermediate ETF position peaked at $82.7K in Q4 2025.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.