CF
MMD

Centaurus Financial’s MainStay MacKay DefinedTerm Municipal 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
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
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 $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B 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 $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Centaurus Financial's MMD Position: Q1 2026 in Review

Centaurus Financial reduced its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stake by 0.13% in Q1 2026, selling an estimated $474 and leaving 24,294 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #618.

Centaurus Financial first reported a position in MMD in Q2 2025 and has held it in 4 quarters since. The position peaked at $417K in Q2 2025. 68 funds tracked by Wall St. Rank hold MMD as of Q1 2026.

  • Centaurus Financial held 24,294 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $361K as of Q1 2026.
  • Centaurus Financial sold 31 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q1 2026, an estimated $474.
  • MainStay MacKay DefinedTerm Municipal Opportunities Fund made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #618 holding.
  • Centaurus Financial first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q2 2025 and has held it in 4 quarters since.
  • Centaurus Financial's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $417K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.