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 Q2	$1.9M	Sell	75,573 -14,763	-16%	-$369K	0.01%	947
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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 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 $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steward Partners Investment Advisory's NYM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its AB New York Intermediate Municipal ETF (NYM) stake by 16% in Q2 2026, selling an estimated $369K and leaving 75,573 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #947.

Steward Partners Investment Advisory first reported a position in NYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.64M in Q4 2025. 39 funds tracked by Wall St. Rank hold NYM as of Q2 2026.

Steward Partners Investment Advisory held 75,573 shares of AB New York Intermediate Municipal ETF worth $1.9M as of Q2 2026.
Steward Partners Investment Advisory sold 14,763 AB New York Intermediate Municipal ETF shares in Q2 2026, an estimated $369K.
AB New York Intermediate Municipal ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #947 holding.
Steward Partners Investment Advisory first reported a position in AB New York Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
Steward Partners Investment Advisory's AB New York Intermediate Municipal ETF position peaked at $3.64M in Q4 2025.
39 funds tracked by Wall St. Rank held AB New York Intermediate Municipal ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.