ACA
MMD

Ackerman Capital Advisors’s MainStay MacKay DefinedTerm Municipal 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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return