Intellus Advisors’s MainStay MacKay DefinedTerm Municipal 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 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 $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

Intellus Advisors's MMD Position: Q1 2026 in Review

Intellus Advisors reduced its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stake by 11% in Q1 2026, selling an estimated $143K and leaving 73,958 shares worth $1.1M. The position accounts for 0.15% of the portfolio, ranked #45.

Intellus Advisors first reported a position in MMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q2 2025. 68 funds tracked by Wall St. Rank hold MMD as of Q1 2026.

Intellus Advisors held 73,958 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $1.1M as of Q1 2026.
Intellus Advisors sold 9,372 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q1 2026, an estimated $143K.
MainStay MacKay DefinedTerm Municipal Opportunities Fund made up 0.15% of Intellus Advisors's portfolio in Q1 2026, its #45 holding.
Intellus Advisors first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q4 2024 and has held it in 6 quarters since.
Intellus Advisors's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $1.34M in Q2 2025.
68 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.