Vertex Planning Partners’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Vertex Planning Partners’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	$285K	Hold	11,685	–	–	0.04%	129
2026 Q1	$282K	Hold	11,685	–	–	0.05%	116
2025 Q4	$284K	Hold	11,685	–	–	0.07%	108
2025 Q3	$284K	Buy	11,685 +350	+3%	+$8.38K	0.05%	166
2025 Q2	$270K	Hold	11,335	–	–	0.06%	158
2025 Q1	$272K	Buy	11,335 +878	+8%	+$21.2K	0.06%	152
2024 Q4	$251K	Hold	10,457	–	–	0.06%	162
2024 Q3	$257K	Hold	10,457	–	–	0.06%	141
2024 Q2	$253K	Sell	10,457 -2,947	-22%	-$71.1K	0.07%	136
2024 Q1	$327K	Hold	13,404	–	–	0.09%	116
2023 Q4	$329K	Sell	13,404 -15,709	-54%	-$375K	0.1%	114
2023 Q3	$684K	Sell	29,113 -1,046	-3%	-$25.2K	0.24%	52
2023 Q2	$735K	Sell	30,159 -2,276	-7%	-$55.5K	0.25%	55
2023 Q1	$798K	Buy	32,435 +3,207	+11%	+$78.4K	0.3%	47
2022 Q4	$705K	Buy	+29,228	New	+$696K	0.28%	52

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

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

Vertex Planning Partners held its NYLIM MacKay Muni Intermediate ETF (MMIT) position steady in Q2 2026 at 11,685 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #129.

Vertex Planning Partners first reported a position in MMIT in Q4 2022 and has held it in 15 quarters since. The position peaked at $798K in Q1 2023. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Vertex Planning Partners held 11,685 shares of NYLIM MacKay Muni Intermediate ETF worth $285K as of Q2 2026.
Vertex Planning Partners left its NYLIM MacKay Muni Intermediate ETF share count unchanged in Q2 2026.
NYLIM MacKay Muni Intermediate ETF made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #129 holding.
Vertex Planning Partners first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2022 and has held it in 15 quarters since.
Vertex Planning Partners's NYLIM MacKay Muni Intermediate ETF position peaked at $798K in Q1 2023.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

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