Stewardship Advisors
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Stewardship Advisors’s NYLIM MacKay Muni Insured ETF MMIN Stock Holding History

Stewardship Advisors’s Portfolio MMIN Stock Details MMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,768
Closed -$209K – 153
2024
Q4 		$209K Sell
8,768
-1,481
-14% -$35.8K 0.06% 148
2024
Q3 		$252K Sell
10,249
-34,723
-77% -$844K 0.07% 120
2024
Q2 		$1.08M Buy
44,972
+10,311
+30% +$247K 0.36% 42
2024
Q1 		$842K Buy
+34,661
New +$845K 0.29% 47

Other funds holding MMIN

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Stewardship Advisors's MMIN Position: Q1 2025 in Review

Stewardship Advisors sold out of NYLIM MacKay Muni Insured ETF (MMIN) in Q1 2025, closing a stake of 8,768 shares — an estimated $209K sold.

Stewardship Advisors first reported a position in MMIN in Q1 2024 and held it in 4 quarters. The position peaked at $1.08M in Q2 2024. 51 funds tracked by Wall St. Rank hold MMIN as of Q1 2025.

  • Stewardship Advisors reported no remaining NYLIM MacKay Muni Insured ETF position as of Q1 2025 after selling out during the quarter.
  • Stewardship Advisors sold 8,768 NYLIM MacKay Muni Insured ETF shares in Q1 2025, an estimated $209K.
  • Stewardship Advisors first reported a position in NYLIM MacKay Muni Insured ETF in Q1 2024 and held it in 4 quarters.
  • Stewardship Advisors's NYLIM MacKay Muni Insured ETF position peaked at $1.08M in Q2 2024.
  • 51 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q1 2025.

Based on Stewardship Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.