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

Intellus 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
2026 Q2	$1.08M	Sell	69,702 -4,256	-6%	-$64.7K	0.13%	50
2026 Q1	$1.1M	Sell	73,958 -9,372	-11%	-$143K	0.15%	45
2025 Q4	$1.24M	Sell	83,330 -512	-0.6%	-$7.68K	0.16%	45
2025 Q3	$1.27M	Sell	83,842 -6,964	-8%	-$103K	0.17%	42
2025 Q2	$1.34M	Buy	90,806 +2,248	+3%	+$32.8K	0.2%	43
2025 Q1	$1.34M	Sell	88,558 -885	-1%	-$13.5K	0.23%	41
2024 Q4	$1.34M	Buy	+89,443	New	+$1.45M	0.23%	41

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 $369B AUM 28.27% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intellus Advisors's MMD Position: Q2 2026 in Review

Intellus Advisors reduced its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) stake by 5.8% in Q2 2026, selling an estimated $64.7K and leaving 69,702 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #50.

Intellus Advisors first reported a position in MMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q2 2025. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

Intellus Advisors held 69,702 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $1.08M as of Q2 2026.
Intellus Advisors sold 4,256 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2026, an estimated $64.7K.
NYLIM MacKay DefinedTerm Muni Opportunities Fund made up 0.13% of Intellus Advisors's portfolio in Q2 2026, its #50 holding.
Intellus Advisors first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Intellus Advisors's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $1.34M in Q2 2025.
71 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.