KFA
MMD

Kelleher Financial Advisors’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Kelleher Financial 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 		$28.5K Buy
1,840
+920
+100% +$14K ﹤0.01% 507
2026
Q1 		$13.7K Hold
920
– – ﹤0.01% 514
2025
Q4 		$13.7K Hold
920
– – ﹤0.01% 552
2025
Q3 		$13.9K Buy
+920
New +$13.6K ﹤0.01% 471
2016
Q2 		– Sell
-283
Closed -$5K – 176
2016
Q1 		$5K Buy
+283
New +$5.44K ﹤0.01% 212

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 16.47% 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

Kelleher Financial Advisors's MMD Position: Q2 2026 in Review

Kelleher Financial Advisors increased its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stake by 100% in Q2 2026, buying an estimated $14K and bringing the position to 1,840 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Kelleher Financial Advisors first reported a position in MMD in Q1 2016 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

  • Kelleher Financial Advisors held 1,840 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $28.5K as of Q2 2026.
  • Kelleher Financial Advisors bought 920 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q2 2026, an estimated $14K.
  • MainStay MacKay DefinedTerm Municipal Opportunities Fund made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #507 holding.
  • Kelleher Financial Advisors first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q1 2016 and has held it in 5 quarters since.
  • 71 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.