Wiser Advisor Group’s NYLIM MacKay Muni Intermediate ETF MMIT Stock Holding History

Wiser Advisor Group’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	$124K	Buy	5,097 +48	+1%	+$1.17K	0.14%	61
2026 Q1	$122K	Sell	5,049 -394	-7%	-$9.64K	0.15%	61
2025 Q4	$132K	Buy	5,443 +47	+0.9%	+$1.14K	0.15%	62
2025 Q3	$131K	Buy	+5,396	New	+$129K	0.16%	59
2025 Q2	–	Sell	-5,298	Closed	-$127K	–	171
2025 Q1	$127K	Buy	5,298 +41	+0.8%	+$989	0.19%	56
2024 Q4	$126K	Buy	5,257 +50	+1%	+$1.21K	0.18%	60
2024 Q3	$128K	Buy	5,207 +49	+0.9%	+$1.2K	0.19%	62
2024 Q2	$125K	Buy	5,158 +51	+1%	+$1.23K	0.2%	59
2024 Q1	$125K	Buy	5,107 +46	+0.9%	+$1.12K	0.2%	58
2023 Q4	$124K	Buy	+5,061	New	+$121K	0.21%	55

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

Wiser Advisor Group's MMIT Position: Q2 2026 in Review

Wiser Advisor Group increased its NYLIM MacKay Muni Intermediate ETF (MMIT) stake by 0.95% in Q2 2026, buying an estimated $1.17K and bringing the position to 5,097 shares worth $124K. The position accounts for 0.14% of the portfolio, ranked #61.

Wiser Advisor Group first reported a position in MMIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $132K in Q4 2025. 171 funds tracked by Wall St. Rank hold MMIT as of Q2 2026.

Wiser Advisor Group held 5,097 shares of NYLIM MacKay Muni Intermediate ETF worth $124K as of Q2 2026.
Wiser Advisor Group bought 48 NYLIM MacKay Muni Intermediate ETF shares in Q2 2026, an estimated $1.17K.
NYLIM MacKay Muni Intermediate ETF made up 0.14% of Wiser Advisor Group's portfolio in Q2 2026, its #61 holding.
Wiser Advisor Group first reported a position in NYLIM MacKay Muni Intermediate ETF in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's NYLIM MacKay Muni Intermediate ETF position peaked at $132K in Q4 2025.
171 funds tracked by Wall St. Rank held NYLIM MacKay Muni Intermediate ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.