SPIA
NYM

Steward Partners Investment Advisory’s AB New York Intermediate Municipal ETF NYM Stock Holding History

Steward Partners Investment Advisory’s Portfolio NYM Stock Details NYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.25M Sell
90,336
-55,273
-38% -$1.39M 0.01% 812
2025
Q4 		$3.64M Buy
+145,609
New +$3.64M 0.02% 571

Other funds holding NYM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Steward Partners Investment Advisory's NYM Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its AB New York Intermediate Municipal ETF (NYM) stake by 38% in Q1 2026, selling an estimated $1.39M and leaving 90,336 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #812.

Steward Partners Investment Advisory first reported a position in NYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.64M in Q4 2025. 35 funds tracked by Wall St. Rank hold NYM as of Q1 2026.

  • Steward Partners Investment Advisory held 90,336 shares of AB New York Intermediate Municipal ETF worth $2.25M as of Q1 2026.
  • Steward Partners Investment Advisory sold 55,273 AB New York Intermediate Municipal ETF shares in Q1 2026, an estimated $1.39M.
  • AB New York Intermediate Municipal ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #812 holding.
  • Steward Partners Investment Advisory first reported a position in AB New York Intermediate Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's AB New York Intermediate Municipal ETF position peaked at $3.64M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held AB New York Intermediate Municipal ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.