IFP Advisors’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

IFP Advisors’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
2025 Q1	–	Sell	-1,000	Closed	-$14.9K	–	4523
2024 Q4	$14.9K	Hold	1,000	–	–	﹤0.01%	2380
2024 Q3	$16.9K	Buy	+1,000	New	+$16.7K	﹤0.01%	2208
2023 Q3	–	Sell	-200	Closed	-$3.41K	–	3460
2023 Q2	$3.41K	Buy	+200	New	+$3.41K	﹤0.01%	2673
2022 Q4	–	Sell	-3,472	Closed	-$68K	–	4736
2022 Q3	$68K	Buy	+3,472	New	+$62.7K	﹤0.01%	2145

Other funds holding MMD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors's MMD Position: Q1 2025 in Review

IFP Advisors sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q1 2025, closing a stake of 1,000 shares — an estimated $14.9K sold.

IFP Advisors first reported a position in MMD in Q3 2022 and held it in 4 quarters. The position peaked at $68K in Q3 2022. 65 funds tracked by Wall St. Rank hold MMD as of Q1 2025.

IFP Advisors reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 1,000 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q1 2025, an estimated $14.9K.
IFP Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2022 and held it in 4 quarters.
IFP Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $68K in Q3 2022.
65 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.