VestGen Advisors’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

VestGen Advisors’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 Q3	$1.8M	Buy	78,851 +5,106	+7%	+$122K	0.06%	310
2026 Q2	$1.8M	Buy	73,745 +5,827	+9%	+$142K	0.05%	330
2026 Q1	$1.65M	Buy	67,918 +17,039	+33%	+$417K	0.04%	342
2025 Q4	$1.24M	Sell	50,879 -68,513	-57%	-$1.67M	0.05%	317
2025 Q3	$2.9M	Buy	119,392 +5,806	+5%	+$139K	0.1%	195
2025 Q2	$2.71M	Buy	113,586 +19,072	+20%	+$453K	0.11%	182
2025 Q1	$2.27M	Buy	+94,514	New	+$2.28M	0.1%	176

Other funds holding MMIT

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Smith & Howard Wealth Management Atlanta, Georgia $523M AUM 7.93% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Condor Capital Management Martinsville, New Jersey $1.34B AUM 13.51% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

VestGen Advisors's MMIT Position: Q3 2026 in Review

VestGen Advisors increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 6.9% in Q3 2026, buying an estimated $122K and bringing the position to 78,851 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #310.

VestGen Advisors first reported a position in MMIT in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.9M in Q3 2025. 96 funds tracked by Wall St. Rank hold MMIT as of Q3 2026.

VestGen Advisors held 78,851 shares of NYLIM MacKay Muni Intermediate ETF worth $1.8M as of Q3 2026.
VestGen Advisors bought 5,106 NYLIM MacKay Muni Intermediate ETF shares in Q3 2026, an estimated $122K.
NYLIM MacKay Muni Intermediate ETF made up 0.06% of VestGen Advisors's portfolio in Q3 2026, its #310 holding.
VestGen Advisors first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's NYLIM MacKay Muni Intermediate ETF position peaked at $2.9M in Q3 2025.
96 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.