Vertex Planning Partners’s NYLIM MacKay Muni Insured ETF MMIN Stock Holding History

Vertex Planning 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
2026 Q2	$3.12M	Buy	128,723 +12,018	+10%	+$289K	0.46%	40
2026 Q1	$2.77M	Buy	116,705 +70,630	+153%	+$1.7M	0.54%	37
2025 Q4	$1.1M	Buy	46,075 +6,921	+18%	+$166K	0.26%	49
2025 Q3	$932K	Sell	39,154 -595	-1%	-$13.8K	0.18%	75
2025 Q2	$927K	Sell	39,749 -5,302	-12%	-$123K	0.19%	69
2025 Q1	$1.06M	Sell	45,051 -3,641	-7%	-$86.9K	0.23%	58
2024 Q4	$1.16M	Sell	48,692 -264	-0.5%	-$6.39K	0.26%	56
2024 Q3	$1.2M	Buy	48,956 +2,220	+5%	+$54K	0.29%	46
2024 Q2	$1.12M	Buy	46,736 +2,456	+6%	+$58.9K	0.29%	45
2024 Q1	$1.08M	Buy	44,280 +185	+0.4%	+$4.51K	0.3%	43
2023 Q4	$1.08M	Buy	44,095 +14,218	+48%	+$332K	0.32%	38
2023 Q3	$683K	Sell	29,877 -17,656	-37%	-$419K	0.24%	53
2023 Q2	$1.15M	Sell	47,533 -23,666	-33%	-$573K	0.39%	40
2023 Q1	$1.74M	Buy	71,199 +21,176	+42%	+$513K	0.65%	24
2022 Q4	$1.19M	Buy	+50,023	New	+$1.17M	0.46%	29

Other funds holding MMIN

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

CAAM

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

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

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

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 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

Vertex Planning Partners's MMIN Position: Q2 2026 in Review

Vertex Planning Partners increased its NYLIM MacKay Muni Insured ETF (MMIN) stake by 10% in Q2 2026, buying an estimated $289K and bringing the position to 128,723 shares worth $3.12M. The position accounts for 0.46% of the portfolio, ranked #40.

Vertex Planning Partners first reported a position in MMIN in Q4 2022 and has held it in 15 quarters since. 70 funds tracked by Wall St. Rank hold MMIN as of Q2 2026.

Vertex Planning Partners held 128,723 shares of NYLIM MacKay Muni Insured ETF worth $3.12M as of Q2 2026.
Vertex Planning Partners bought 12,018 NYLIM MacKay Muni Insured ETF shares in Q2 2026, an estimated $289K.
NYLIM MacKay Muni Insured ETF made up 0.46% of Vertex Planning Partners's portfolio in Q2 2026, its #40 holding.
Vertex Planning Partners first reported a position in NYLIM MacKay Muni Insured ETF in Q4 2022 and has held it in 15 quarters since.
70 funds tracked by Wall St. Rank held NYLIM MacKay Muni Insured ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.