Wealth Enhancement Advisory Services’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Wealth Enhancement Advisory Services’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	$6.77M	Buy	295,326 +19,382	+7%	+$462K	0.01%	915
2026 Q2	$6.7M	Buy	275,944 +42,257	+18%	+$1.03M	0.01%	850
2026 Q1	$5.66M	Buy	233,687 +16,378	+8%	+$401K	0.01%	845
2025 Q4	$5.3M	Buy	217,309 +110,987	+104%	+$2.7M	0.01%	982
2025 Q3	$2.58M	Buy	106,322 +82,666	+349%	+$1.98M	﹤0.01%	1301
2025 Q2	$563K	Buy	23,656 +8,813	+59%	+$209K	﹤0.01%	2140
2025 Q1	$356K	Sell	14,843 -669	-4%	-$16.1K	﹤0.01%	2310
2024 Q4	$372K	Sell	15,512 -3,181	-17%	-$77.3K	﹤0.01%	2204
2024 Q3	$460K	Sell	18,693 -1,064	-5%	-$26K	﹤0.01%	1876
2024 Q2	$478K	Sell	19,757 -1,153	-6%	-$27.8K	﹤0.01%	1677
2024 Q1	$510K	Buy	20,910 +5,503	+36%	+$135K	﹤0.01%	1576
2023 Q4	$378K	Buy	+15,407	New	+$368K	﹤0.01%	1673

Other funds holding MMIT

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 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

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

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services's MMIT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 7% in Q3 2026, buying an estimated $462K and bringing the position to 295,326 shares worth $6.77M. The position accounts for 0.01% of the portfolio, ranked #915.

Wealth Enhancement Advisory Services first reported a position in MMIT in Q4 2023 and has held it in 12 quarters since. 44 funds tracked by Wall St. Rank hold MMIT as of Q3 2026.

Wealth Enhancement Advisory Services held 295,326 shares of NYLIM MacKay Muni Intermediate ETF worth $6.77M as of Q3 2026.
Wealth Enhancement Advisory Services bought 19,382 NYLIM MacKay Muni Intermediate ETF shares in Q3 2026, an estimated $462K.
NYLIM MacKay Muni Intermediate ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #915 holding.
Wealth Enhancement Advisory Services first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2023 and has held it in 12 quarters since.
44 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.