MMIT — NEW YORK LIFE INVTS ACTIVE E

Ownership history in Clark Wealth Partners  ·  1 quarter on record

This page tracks every 13F SEC filing in which Clark Wealth Partners reported a position in NEW YORK LIFE INVTS ACTIVE E (MMIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.62% (2025 Q4)
Avg. % of fund
1.62%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 86,696 — — 1.62% $2.1M $24.19
% of Fund (quarterly)    MMIT price (monthly, adj. close)

Other funds also holding MMIT

As of 2025 Q4 — sorted by position size

Schneider Downs Wealth Management Advisors, LP 3Y 7Y 6.65% IAG Wealth Partners, LLC 3Y 5.18% INVENIO WEALTH PARTNERS LLC 3.6% Orgel Wealth Management, LLC 3Y 7Y 3.4% 46 Peaks LLC 3.27% GGM Financials LLC 2.53% Meeder Advisory Services, Inc. 3Y 2.36% Smallwood Wealth Investment Management, LLC 3Y 2.07% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2.02% CFO4Life Group, LLC 3Y 7Y 1.65%
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