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

Sweet Financial Partners’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
2024 Q3	$2.59M	Buy	105,184 +72,212	+219%	+$1.76M	0.56%	41
2024 Q2	$792K	Buy	32,972 +1,477	+5%	+$35.4K	0.18%	88
2024 Q1	$765K	Buy	31,495 +610	+2%	+$14.9K	0.18%	90
2023 Q4	$759K	Buy	+30,885	New	+$721K	0.18%	88

Other funds holding MMIN

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

CAAM

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sweet Financial Partners's MMIN Position: Q3 2024 in Review

Sweet Financial Partners increased its NYLIM MacKay Muni Insured ETF (MMIN) stake by 219% in Q3 2024, buying an estimated $1.76M and bringing the position to 105,184 shares worth $2.59M. The position accounts for 0.56% of the portfolio, ranked #41.

Sweet Financial Partners first reported a position in MMIN in Q4 2023 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold MMIN as of Q3 2024.

Sweet Financial Partners held 105,184 shares of NYLIM MacKay Muni Insured ETF worth $2.59M as of Q3 2024.
Sweet Financial Partners bought 72,212 NYLIM MacKay Muni Insured ETF shares in Q3 2024, an estimated $1.76M.
NYLIM MacKay Muni Insured ETF made up 0.56% of Sweet Financial Partners's portfolio in Q3 2024, its #41 holding.
Sweet Financial Partners first reported a position in NYLIM MacKay Muni Insured ETF in Q4 2023 and has held it in 4 quarters since.
56 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.