MMIT — NEW YORK LIFE INVTS ACTIVE E

Ownership history in Hudock, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Hudock, Inc. 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
1.22% (2025 Q4)
Avg. % of fund
1.22%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 340,522 +12,226 +3.7% 1.22% $8.3M $24.19
2025 Q3 INITIATED 328,296 — — 1.21% $8.0M $23.88
% 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%
← Back to Hudock, Inc. Holdings