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 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

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

VestGen Advisors's MMIT Position: Q2 2026 in Review

VestGen Advisors increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 8.6% in Q2 2026, buying an estimated $142K and bringing the position to 73,745 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #330.

VestGen Advisors first reported a position in MMIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.9M in Q3 2025. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

VestGen Advisors held 73,745 shares of NYLIM MacKay Muni Intermediate ETF worth $1.8M as of Q2 2026.
VestGen Advisors bought 5,827 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $142K.
NYLIM MacKay Muni Intermediate ETF made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #330 holding.
VestGen Advisors first reported a position in NYLIM MacKay Muni Intermediate ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's NYLIM MacKay Muni Intermediate ETF position peaked at $2.9M in Q3 2025.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.