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

Cerity 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 Q1	$206K	Buy	+13,894	New	+$212K	﹤0.01%	2867
2024 Q3	–	Sell	-10,700	Closed	-$177K	–	2580
2024 Q2	$177K	Buy	10,700 +69	+0.6%	+$1.12K	﹤0.01%	2047
2024 Q1	$174K	Buy	10,631 +68	+0.6%	+$1.12K	﹤0.01%	2138
2023 Q4	$172K	Sell	10,563 -18,234	-63%	-$281K	﹤0.01%	1743
2023 Q3	$459K	Sell	28,797 -5,971	-17%	-$99.2K	﹤0.01%	1010
2023 Q2	$593K	Buy	+34,768	New	+$593K	﹤0.01%	1112

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 $324B AUM 22.36% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cerity Partners's MMD Position: Q1 2026 in Review

Cerity Partners opened a new position in MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q1 2026: 13,894 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #2867 among its holdings. This is a return to the name: Cerity Partners previously reported a position in MMD as recently as Q2 2024.

Cerity Partners first reported a position in MMD in Q2 2023 and has held it in 6 quarters since. The position peaked at $593K in Q2 2023. 68 funds tracked by Wall St. Rank hold MMD as of Q1 2026.

Cerity Partners held 13,894 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $206K as of Q1 2026.
MainStay MacKay DefinedTerm Municipal Opportunities Fund was a new Cerity Partners position in Q1 2026.
MainStay MacKay DefinedTerm Municipal Opportunities Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2867 holding.
Cerity Partners first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q2 2023 and has held it in 6 quarters since.
Cerity Partners's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $593K in Q2 2023.
68 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.