Ackerman Capital Advisors’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Ackerman Capital Advisors’s Portfolio MMD Stock Details MMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$719K	Buy	46,364 +2,689	+6%	+$40.9K	0.14%	61
2026 Q1	$649K	Sell	43,675 -22,920	-34%	-$350K	0.13%	64
2025 Q4	$990K	Buy	66,595 +19,646	+42%	+$295K	0.2%	52
2025 Q3	$710K	Buy	46,949 +12,004	+34%	+$178K	0.15%	62
2025 Q2	$517K	Buy	34,945 +3,328	+11%	+$48.5K	0.12%	73
2025 Q1	$477K	Buy	31,617 +9,675	+44%	+$148K	0.13%	69
2024 Q4	$328K	Buy	+21,942	New	+$355K	0.09%	77

Other funds holding MMD

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ackerman Capital Advisors's MMD Position: Q2 2026 in Review

Ackerman Capital Advisors increased its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) stake by 6.2% in Q2 2026, buying an estimated $40.9K and bringing the position to 46,364 shares worth $719K. The position accounts for 0.14% of the portfolio, ranked #61.

Ackerman Capital Advisors first reported a position in MMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $990K in Q4 2025. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

Ackerman Capital Advisors held 46,364 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $719K as of Q2 2026.
Ackerman Capital Advisors bought 2,689 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2026, an estimated $40.9K.
NYLIM MacKay DefinedTerm Muni Opportunities Fund made up 0.14% of Ackerman Capital Advisors's portfolio in Q2 2026, its #61 holding.
Ackerman Capital Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Ackerman Capital Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $990K in Q4 2025.
71 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.