Envestnet Asset Management
MMD

Envestnet Asset Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Envestnet Asset Management’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 		$1.4M Buy
93,997
+2,208
+2% +$33.8K ﹤0.01% 3265
2025
Q4 		$1.36M Sell
91,789
-3,776
-4% -$56.7K ﹤0.01% 3093
2025
Q3 		$1.45M Sell
95,565
-19,070
-17% -$283K ﹤0.01% 3115
2025
Q2 		$1.7M Buy
114,635
+18,687
+19% +$272K ﹤0.01% 2941
2025
Q1 		$1.45M Buy
95,948
+3,301
+4% +$50.4K ﹤0.01% 2947
2024
Q4 		$1.38M Buy
+92,647
New +$1.5M ﹤0.01% 2943

Other funds holding MMD

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Morgan Stanley
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RCM
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GC
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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return