Cambridge Investment Research Advisors’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Cambridge Investment Research 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	$583K	Buy	+37,605	New	+$571K	﹤0.01%	2819
2015 Q2	–	Sell	-16,384	Closed	-$304K	–	1469
2015 Q1	$304K	Hold	16,384	–	–	0.01%	1048
2014 Q4	$298K	Buy	16,384 +1,000	+7%	+$18.1K	0.01%	1025
2014 Q3	$275K	Hold	15,384	–	–	0.01%	1140
2014 Q2	$274K	Sell	15,384 -26,917	-64%	-$472K	0.01%	1047
2014 Q1	$718K	Buy	+42,301	New	+$710K	0.03%	546

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

Cambridge Investment Research Advisors's MMD Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2026: 37,605 shares worth $583K. The stake represents ﹤0.01% of the portfolio and ranks #2819 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in MMD as recently as Q1 2015.

Cambridge Investment Research Advisors first reported a position in MMD in Q1 2014 and has held it in 6 quarters since. The position peaked at $718K in Q1 2014. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

Cambridge Investment Research Advisors held 37,605 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $583K as of Q2 2026.
NYLIM MacKay DefinedTerm Muni Opportunities Fund was a new Cambridge Investment Research Advisors position in Q2 2026.
NYLIM MacKay DefinedTerm Muni Opportunities Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2819 holding.
Cambridge Investment Research Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q1 2014 and has held it in 6 quarters since.
Cambridge Investment Research Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $718K in Q1 2014.
71 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.