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Synergy Investment Management’s NYLIM MacKay Muni Insured ETF MMIN Stock Holding History

Synergy Investment Management’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 		– Sell
-6,123
Closed -$145K – 1156
2026
Q1 		$145K Buy
+6,123
New +$147K 0.05% 168

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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 $914M AUM 11.18% 1-Year Est. Return
Pallas Capital Advisors
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
Gotham Asset Management
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Synergy Investment Management's MMIN Position: Q2 2026 in Review

Synergy Investment Management sold out of NYLIM MacKay Muni Insured ETF (MMIN) in Q2 2026, closing a stake of 6,123 shares — an estimated $145K sold.

Synergy Investment Management first reported a position in MMIN in Q1 2026 and held it in 1 quarter. The position peaked at $145K in Q1 2026. 69 funds tracked by Wall St. Rank hold MMIN as of Q2 2026.

  • Synergy Investment Management reported no remaining NYLIM MacKay Muni Insured ETF position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 6,123 NYLIM MacKay Muni Insured ETF shares in Q2 2026, an estimated $145K.
  • Synergy Investment Management first reported a position in NYLIM MacKay Muni Insured ETF in Q1 2026 and held it in 1 quarter.
  • Synergy Investment Management's NYLIM MacKay Muni Insured ETF position peaked at $145K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.