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

Summit Financial’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
2026 Q2	$9.48M	Sell	388,794 -17,363	-4%	-$422K	0.1%	196
2026 Q1	$9.82M	Buy	406,157 +39,561	+11%	+$968K	0.13%	161
2025 Q4	$8.95M	Buy	366,596 +10,144	+3%	+$247K	0.13%	144
2025 Q3	$8.66M	Buy	+356,452	New	+$8.53M	0.13%	138

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

Summit Financial's MMIT Position: Q2 2026 in Review

Summit Financial reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 4.3% in Q2 2026, selling an estimated $422K and leaving 388,794 shares worth $9.48M. The position accounts for 0.1% of the portfolio, ranked #196.

Summit Financial first reported a position in MMIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.82M in Q1 2026. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Summit Financial held 388,794 shares of NYLIM MacKay Muni Intermediate ETF worth $9.48M as of Q2 2026.
Summit Financial sold 17,363 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $422K.
NYLIM MacKay Muni Intermediate ETF made up 0.1% of Summit Financial's portfolio in Q2 2026, its #196 holding.
Summit Financial first reported a position in NYLIM MacKay Muni Intermediate ETF in Q3 2025 and has held it in 4 quarters since.
Summit Financial's NYLIM MacKay Muni Intermediate ETF position peaked at $9.82M in Q1 2026.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

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