KG
MMD

Kilter Group’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Kilter Group’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 		– Sell
-854
Closed -$12.7K – 1644
2025
Q4 		$12.7K Buy
854
+58
+7% +$870 0.01% 311
2025
Q3 		$12K Buy
+796
New +$11.8K 0.01% 298

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Kilter Group's MMD Position: Q1 2026 in Review

Kilter Group sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q1 2026, closing a stake of 854 shares — an estimated $12.7K sold.

Kilter Group first reported a position in MMD in Q3 2025 and held it in 2 quarters. The position peaked at $12.7K in Q4 2025. 70 funds tracked by Wall St. Rank hold MMD as of Q1 2026.

  • Kilter Group reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Kilter Group sold 854 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q1 2026, an estimated $12.7K.
  • Kilter Group first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q3 2025 and held it in 2 quarters.
  • Kilter Group's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $12.7K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.