Measured Wealth Private Client Group’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Measured Wealth Private Client 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 Q2	$217	Hold	14	–	–	﹤0.01%	666
2026 Q1	$208	Hold	14	–	–	﹤0.01%	666
2025 Q4	$208	Hold	14	–	–	﹤0.01%	693
2025 Q3	$212	Buy	+14	New	+$207	﹤0.01%	670

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

Measured Wealth Private Client Group's MMD Position: Q2 2026 in Review

Measured Wealth Private Client Group held its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) position steady in Q2 2026 at 14 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Measured Wealth Private Client Group first reported a position in MMD in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

Measured Wealth Private Client Group held 14 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $217 as of Q2 2026.
Measured Wealth Private Client Group left its MainStay MacKay DefinedTerm Municipal Opportunities Fund share count unchanged in Q2 2026.
MainStay MacKay DefinedTerm Municipal Opportunities Fund made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #666 holding.
Measured Wealth Private Client Group first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.