Schneider Downs Wealth Management Advisors’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Schneider Downs Wealth Management Advisors’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	$64.8M	Buy	2,659,925 +80,408	+3%	+$1.95M	6.09%	4
2026 Q1	$62.2M	Buy	2,579,517 +153,128	+6%	+$3.75M	6.86%	4
2025 Q4	$59M	Buy	2,426,389 +184,223	+8%	+$4.48M	6.65%	4
2025 Q3	$54.5M	Buy	2,242,166 +403,900	+22%	+$9.67M	6.47%	4
2025 Q2	$43.8M	Buy	1,838,266 +77,484	+4%	+$1.84M	6.56%	4
2025 Q1	$42.2M	Buy	1,760,782 +239,406	+16%	+$5.77M	7.65%	3
2024 Q4	$36.5M	Buy	1,521,376 +80,973	+6%	+$1.97M	6.87%	4
2024 Q3	$35.4M	Buy	1,440,403 +163,060	+13%	+$3.98M	7.25%	4
2024 Q2	$30.9M	Buy	1,277,343 +145,231	+13%	+$3.51M	6.87%	4
2024 Q1	$27.6M	Buy	1,132,112 +176,648	+18%	+$4.32M	6.37%	4
2023 Q4	$23.5M	Buy	955,464 +94,214	+11%	+$2.25M	6.1%	5
2023 Q3	$20.2M	Buy	861,250 +171,087	+25%	+$4.12M	4.69%	6
2023 Q2	$16.8M	Buy	690,163 +47,877	+7%	+$1.17M	3.84%	6
2023 Q1	$15.8M	Buy	642,286 +72,396	+13%	+$1.77M	3.24%	6
2022 Q4	$13.8M	Sell	569,890 -71,256	-11%	-$1.7M	3.01%	8
2022 Q3	$15M	Buy	641,146 +21,588	+3%	+$525K	4.39%	7
2022 Q2	$15M	Buy	619,558 +105,044	+20%	+$2.57M	4.2%	6
2022 Q1	$12.9M	Buy	514,514 +58,526	+13%	+$1.51M	3.29%	7
2021 Q4	$12.2M	Buy	455,988 +2,148	+0.5%	+$57.3K	2.9%	7
2021 Q3	$12.1M	Buy	453,840 +3,371	+0.7%	+$90.8K	3.13%	7
2021 Q2	$12.1M	Buy	450,469 +31,835	+8%	+$854K	3.14%	7
2021 Q1	$11.2M	Buy	418,634 +69,375	+20%	+$1.85M	2.73%	7
2020 Q4	$9.34M	Buy	349,259 +37,597	+12%	+$995K	2.6%	7
2020 Q3	$8.22M	Buy	311,662 +119,537	+62%	+$3.16M	2.76%	6
2020 Q2	$5.03M	Buy	192,125 +53,332	+38%	+$1.37M	1.72%	9
2020 Q1	$3.57M	Buy	+138,793	New	+$3.61M	1.31%	14

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

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

Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's MMIT Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 3.1% in Q2 2026, buying an estimated $1.95M and bringing the position to 2,659,925 shares worth $64.8M. The position accounts for 6.09% of the portfolio, ranked #4.

Schneider Downs Wealth Management Advisors first reported a position in MMIT in Q1 2020 and has held it in 26 quarters since. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Schneider Downs Wealth Management Advisors held 2,659,925 shares of NYLIM MacKay Muni Intermediate ETF worth $64.8M as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 80,408 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $1.95M.
NYLIM MacKay Muni Intermediate ETF made up 6.09% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #4 holding.
Schneider Downs Wealth Management Advisors first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 2020 and has held it in 26 quarters since.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.