Centaurus Financial’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Centaurus Financial’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	$353K	Sell	22,786 -1,508	-6%	-$22.9K	0.01%	686
2026 Q1	$361K	Sell	24,294 -31	-0.1%	-$474	0.02%	618
2025 Q4	$362K	Sell	24,325 -994	-4%	-$14.9K	0.02%	610
2025 Q3	$383K	Sell	25,319 -2,893	-10%	-$42.9K	0.02%	607
2025 Q2	$417K	Buy	+28,212	New	+$411K	0.02%	520

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

Centaurus Financial's MMD Position: Q2 2026 in Review

Centaurus Financial reduced its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) stake by 6.2% in Q2 2026, selling an estimated $22.9K and leaving 22,786 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #686.

Centaurus Financial first reported a position in MMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $417K in Q2 2025. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

Centaurus Financial held 22,786 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $353K as of Q2 2026.
Centaurus Financial sold 1,508 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2026, an estimated $22.9K.
NYLIM MacKay DefinedTerm Muni Opportunities Fund made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #686 holding.
Centaurus Financial first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
Centaurus Financial's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $417K in Q2 2025.
71 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.