MYIA
MMD

Mount Yale Investment Advisors’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Mount Yale Investment 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
2025
Q4 		– Sell
-12,141
Closed -$184K – 777
2025
Q3 		$184K Buy
+12,141
New +$180K 0.01% 643

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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 $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Mount Yale Investment Advisors's MMD Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) in Q4 2025, closing a stake of 12,141 shares — an estimated $184K sold.

Mount Yale Investment Advisors first reported a position in MMD in Q3 2025 and held it in 1 quarter. The position peaked at $184K in Q3 2025. 75 funds tracked by Wall St. Rank hold MMD as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining MainStay MacKay DefinedTerm Municipal Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 12,141 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q4 2025, an estimated $184K.
  • Mount Yale Investment Advisors first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $184K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.