Sequoia Financial Advisors’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Sequoia Financial 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
2025 Q1	–	Sell	-13,043	Closed	-$313K	–	1434
2024 Q4	$313K	Sell	13,043 -321	-2%	-$7.79K	﹤0.01%	1005
2024 Q3	$329K	Sell	13,364 -2,180	-14%	-$53.2K	﹤0.01%	926
2024 Q2	$376K	Sell	15,544 -7,348	-32%	-$177K	﹤0.01%	803
2024 Q1	$558K	Sell	22,892 -38,670	-63%	-$945K	0.01%	654
2023 Q4	$1.51M	Buy	61,562 +10,030	+19%	+$239K	0.02%	421
2023 Q3	$1.21M	Sell	51,532 -14,936	-22%	-$359K	0.02%	301
2023 Q2	$1.62M	Buy	66,468 +4,165	+7%	+$102K	0.03%	267
2023 Q1	$1.53M	Sell	62,303 -8,336	-12%	-$204K	0.03%	245
2022 Q4	$1.7M	Buy	+70,639	New	+$1.68M	0.04%	215

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

Sequoia Financial Advisors's MMIT Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q1 2025, closing a stake of 13,043 shares — an estimated $313K sold.

Sequoia Financial Advisors first reported a position in MMIT in Q4 2022 and held it in 9 quarters. The position peaked at $1.7M in Q4 2022. 118 funds tracked by Wall St. Rank hold MMIT as of Q1 2025.

Sequoia Financial Advisors reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q1 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 13,043 NYLIM MacKay Muni Intermediate ETF shares in Q1 2025, an estimated $313K.
Sequoia Financial Advisors first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2022 and held it in 9 quarters.
Sequoia Financial Advisors's NYLIM MacKay Muni Intermediate ETF position peaked at $1.7M in Q4 2022.
118 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.