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IMA Advisory Services’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

IMA Advisory Services’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
Q2 		$1.46K Buy
+94
New +$1.43K ﹤0.01% 1161

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IMA Advisory Services's MMD Position: Q2 2026 in Review

IMA Advisory Services opened a new position in NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2026: 94 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #1161 among its holdings.

70 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

  • IMA Advisory Services held 94 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $1.46K as of Q2 2026.
  • NYLIM MacKay DefinedTerm Muni Opportunities Fund was a new IMA Advisory Services position in Q2 2026.
  • NYLIM MacKay DefinedTerm Muni Opportunities Fund made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1161 holding.
  • 70 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.