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Waterloo Capital’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Waterloo Capital’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
2024
Q1 		– Sell
-11,884
Closed -$292K – 386
2023
Q4 		$292K Buy
+11,884
New +$284K 0.05% 301

Other funds holding MMIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Waterloo Capital's MMIT Position: Q1 2024 in Review

Waterloo Capital sold out of NYLIM MacKay Muni Intermediate ETF (MMIT) in Q1 2024, closing a stake of 11,884 shares — an estimated $292K sold.

Waterloo Capital first reported a position in MMIT in Q4 2023 and held it in 1 quarter. The position peaked at $292K in Q4 2023. 91 funds tracked by Wall St. Rank hold MMIT as of Q1 2024.

  • Waterloo Capital reported no remaining NYLIM MacKay Muni Intermediate ETF position as of Q1 2024 after selling out during the quarter.
  • Waterloo Capital sold 11,884 NYLIM MacKay Muni Intermediate ETF shares in Q1 2024, an estimated $292K.
  • Waterloo Capital first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2023 and held it in 1 quarter.
  • Waterloo Capital's NYLIM MacKay Muni Intermediate ETF position peaked at $292K in Q4 2023.
  • 91 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q1 2024.

Based on Waterloo Capital's 13F filing for Q1 2024, filed 14 May 2024.