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

WCG Wealth 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	$335K	Sell	13,767 -146	-1%	-$3.55K	0.01%	529
2026 Q1	$335K	Sell	13,913 -71	-0.5%	-$1.74K	0.01%	498
2025 Q4	$340K	Buy	13,984 +358	+3%	+$8.71K	0.01%	482
2025 Q3	$331K	Buy	13,626 +3,528	+35%	+$84.5K	0.02%	320
2025 Q2	$241K	Sell	10,098 -35	-0.3%	-$831	0.02%	324
2025 Q1	$243K	Sell	10,133 -1,825	-15%	-$44K	0.02%	273
2024 Q4	$287K	Buy	+11,958	New	+$290K	0.02%	288

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

WCG Wealth Advisors's MMIT Position: Q2 2026 in Review

WCG Wealth Advisors reduced its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 1% in Q2 2026, selling an estimated $3.55K and leaving 13,767 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #529.

WCG Wealth Advisors first reported a position in MMIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $340K in Q4 2025. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

WCG Wealth Advisors held 13,767 shares of NYLIM MacKay Muni Intermediate ETF worth $335K as of Q2 2026.
WCG Wealth Advisors sold 146 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $3.55K.
NYLIM MacKay Muni Intermediate ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #529 holding.
WCG Wealth Advisors first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2024 and has held it in 7 quarters since.
WCG Wealth Advisors's NYLIM MacKay Muni Intermediate ETF position peaked at $340K in Q4 2025.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.