Arax Advisory Partners’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Arax Advisory Partners’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	$169K	Buy	10,922 +2,000	+22%	+$30.4K	﹤0.01%	2361
2026 Q1	$132K	Sell	8,922 -6,000	-40%	-$91.7K	﹤0.01%	1257
2025 Q4	$222K	Sell	14,922 -238	-2%	-$3.57K	0.01%	995
2025 Q3	$229K	Buy	+15,160	New	+$225K	﹤0.01%	1198
2017 Q2	–	Sell	-165	Closed	-$3K	–	524
2017 Q1	$3K	Buy	165 +1	+0.6%	+$19	﹤0.01%	401
2016 Q4	$3K	Buy	+164	New	+$3.11K	﹤0.01%	424

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

Arax Advisory Partners's MMD Position: Q2 2026 in Review

Arax Advisory Partners increased its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stake by 22% in Q2 2026, buying an estimated $30.4K and bringing the position to 10,922 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Arax Advisory Partners first reported a position in MMD in Q4 2016 and has held it in 6 quarters since. The position peaked at $229K in Q3 2025. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

Arax Advisory Partners held 10,922 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $169K as of Q2 2026.
Arax Advisory Partners bought 2,000 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q2 2026, an estimated $30.4K.
MainStay MacKay DefinedTerm Municipal Opportunities Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2361 holding.
Arax Advisory Partners first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q4 2016 and has held it in 6 quarters since.
Arax Advisory Partners's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $229K in Q3 2025.
71 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.