Cetera Investment Advisers’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Cetera Investment Advisers’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	$193K	Sell	12,963 -3,032	-19%	-$46.4K	﹤0.01%	4295
2025 Q4	$238K	Buy	15,995 +331	+2%	+$4.97K	﹤0.01%	4110
2025 Q3	$237K	Sell	15,664 -22	-0.1%	-$326	﹤0.01%	4032
2025 Q2	$232K	Sell	15,686 -338	-2%	-$4.93K	﹤0.01%	3618
2025 Q1	$242K	Buy	+16,024	New	+$245K	﹤0.01%	3451
2024 Q4	–	Sell	-50,483	Closed	-$851K	–	3850
2024 Q3	$851K	Buy	50,483 +8,108	+19%	+$135K	﹤0.01%	2234
2024 Q2	$703K	Sell	42,375 -3,182	-7%	-$51.8K	﹤0.01%	2333
2024 Q1	$745K	Buy	+45,557	New	+$749K	﹤0.01%	2306
2022 Q4	–	Sell	-11,523	Closed	-$180K	–	2150
2022 Q3	$180K	Buy	+11,523	New	+$208K	﹤0.01%	1512

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

Cetera Investment Advisers's MMD Position: Q1 2026 in Review

Cetera Investment Advisers reduced its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stake by 19% in Q1 2026, selling an estimated $46.4K and leaving 12,963 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #4295.

Cetera Investment Advisers first reported a position in MMD in Q3 2022 and has held it in 9 quarters since. The position peaked at $851K in Q3 2024. 68 funds tracked by Wall St. Rank hold MMD as of Q1 2026.

Cetera Investment Advisers held 12,963 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $193K as of Q1 2026.
Cetera Investment Advisers sold 3,032 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q1 2026, an estimated $46.4K.
MainStay MacKay DefinedTerm Municipal Opportunities Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4295 holding.
Cetera Investment Advisers first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q3 2022 and has held it in 9 quarters since.
Cetera Investment Advisers's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $851K in Q3 2024.
68 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.