Center for Financial Planning’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Center for Financial Planning’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	–	Sell	-2,000	Closed	-$29.7K	–	700
2025 Q4	$29.7K	Hold	2,000	–	–	﹤0.01%	362
2025 Q3	$30.3K	Hold	2,000	–	–	﹤0.01%	369
2025 Q2	$29.6K	Hold	2,000	–	–	﹤0.01%	351
2025 Q1	$30.2K	Hold	2,000	–	–	﹤0.01%	344
2024 Q4	$29.9K	Hold	2,000	–	–	﹤0.01%	312
2024 Q3	$33.7K	Hold	2,000	–	–	﹤0.01%	291
2024 Q2	$33.2K	Hold	2,000	–	–	﹤0.01%	282
2024 Q1	$32.7K	Hold	2,000	–	–	﹤0.01%	285
2023 Q4	$32.5K	Hold	2,000	–	–	0.01%	267
2023 Q3	$31.9K	Buy	+2,000	New	+$33.2K	0.01%	257

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Center for Financial Planning's MMD Position: Q1 2026 in Review

Center for Financial Planning sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q1 2026, closing a stake of 2,000 shares — an estimated $29.7K sold.

Center for Financial Planning first reported a position in MMD in Q3 2023 and held it in 10 quarters. The position peaked at $33.7K in Q3 2024. 70 funds tracked by Wall St. Rank hold MMD as of Q1 2026.

Center for Financial Planning reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 2,000 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q1 2026, an estimated $29.7K.
Center for Financial Planning first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q3 2023 and held it in 10 quarters.
Center for Financial Planning's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $33.7K in Q3 2024.
70 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.