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Summit Financial’s NYLIM MacKay Muni Insured ETF MMIN Stock Holding History

Summit Financial’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
2026
Q2 		$231K Sell
9,528
-200
-2% -$4.81K ﹤0.01% 1454
2026
Q1 		$231K Buy
9,728
+200
+2% +$4.82K ﹤0.01% 1295
2025
Q4 		$229K Hold
9,528
– – ﹤0.01% 1188
2025
Q3 		$227K Buy
+9,528
New +$221K ﹤0.01% 1163

Other funds holding MMIN

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
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Summit Financial's MMIN Position: Q2 2026 in Review

Summit Financial reduced its NYLIM MacKay Muni Insured ETF (MMIN) stake by 2.1% in Q2 2026, selling an estimated $4.81K and leaving 9,528 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Summit Financial first reported a position in MMIN in Q3 2025 and has held it in 4 quarters since. The position peaked at $231K in Q1 2026. 69 funds tracked by Wall St. Rank hold MMIN as of Q2 2026.

  • Summit Financial held 9,528 shares of NYLIM MacKay Muni Insured ETF worth $231K as of Q2 2026.
  • Summit Financial sold 200 NYLIM MacKay Muni Insured ETF shares in Q2 2026, an estimated $4.81K.
  • NYLIM MacKay Muni Insured ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1454 holding.
  • Summit Financial first reported a position in NYLIM MacKay Muni Insured ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's NYLIM MacKay Muni Insured ETF position peaked at $231K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.