MGO One Seven’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

MGO One Seven’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	$303K	Buy	19,557 +1,652	+9%	+$25.1K	0.01%	1244
2026 Q1	$266K	Buy	+17,905	New	+$274K	0.01%	1196
2019 Q1	–	Sell	-1,901	Closed	-$37K	–	1157
2018 Q4	$37K	Buy	+1,901	New	+$36.9K	0.02%	723
2018 Q1	$88K	Sell	4,660 -340	-7%	-$6.53K	0.04%	470
2017 Q4	$99K	Buy	+5,000	New	+$98.6K	0.05%	439

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

MGO One Seven's MMD Position: Q2 2026 in Review

MGO One Seven increased its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) stake by 9.2% in Q2 2026, buying an estimated $25.1K and bringing the position to 19,557 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #1244.

MGO One Seven first reported a position in MMD in Q4 2017 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

MGO One Seven held 19,557 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $303K as of Q2 2026.
MGO One Seven bought 1,652 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2026, an estimated $25.1K.
NYLIM MacKay DefinedTerm Muni Opportunities Fund made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1244 holding.
MGO One Seven first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2017 and has held it in 5 quarters since.
71 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.