KAS
MMD

Kestra Advisory Services’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Kestra 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
Q1 		$229K Buy
15,422
+8,941
+138% +$137K ﹤0.01% 2846
2025
Q4 		$96.4K Buy
+6,481
New +$97.3K ﹤0.01% 3459
2024
Q4 		– Sell
-83,369
Closed -$1.41M – 2759
2024
Q3 		$1.41M Buy
83,369
+7,250
+10% +$121K 0.01% 1140
2024
Q2 		$1.26M Buy
+76,119
New +$1.24M 0.01% 1192
2021
Q4 		– Sell
-91,866
Closed -$2.01M – 2123
2021
Q3 		$2.01M Buy
+91,866
New +$2.07M 0.02% 709
2021
Q2 		– Sell
-28,251
Closed -$627K – 2024
2021
Q1 		$627K Sell
28,251
-96,247
-77% -$2.1M 0.01% 1088
2020
Q4 		$2.72M Buy
124,498
+91,622
+279% +$1.94M 0.03% 499
2020
Q3 		$681K Buy
+32,876
New +$691K 0.01% 753

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 $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return