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

Cyndeo Wealth 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	–	Sell	-10,655	Closed	-$158K	–	508
2025 Q4	$158K	Sell	10,655 -2,544	-19%	-$38.2K	0.01%	470
2025 Q3	$200K	Buy	13,199 +1,072	+9%	+$15.9K	0.01%	466
2025 Q2	$179K	Sell	12,127 -6,913	-36%	-$101K	0.01%	453
2025 Q1	$287K	Buy	19,040 +191	+1%	+$2.92K	0.02%	370
2024 Q4	$281K	Buy	18,849 +2,081	+12%	+$33.6K	0.02%	372
2024 Q3	$283K	Buy	+16,768	New	+$280K	0.02%	378

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

Cyndeo Wealth Partners's MMD Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q1 2026, closing a stake of 10,655 shares — an estimated $158K sold.

Cyndeo Wealth Partners first reported a position in MMD in Q3 2024 and held it in 6 quarters. The position peaked at $287K in Q1 2025. 68 funds tracked by Wall St. Rank hold MMD as of Q1 2026.

Cyndeo Wealth Partners reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q1 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 10,655 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q1 2026, an estimated $158K.
Cyndeo Wealth Partners first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q3 2024 and held it in 6 quarters.
Cyndeo Wealth Partners's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $287K in Q1 2025.
68 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.