NewEdge Wealth’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

NewEdge Wealth’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	–	Sell	-11,520	Closed	-$171K	–	1257
2026 Q1	$171K	Hold	11,520	–	–	﹤0.01%	1093
2025 Q4	$171K	Sell	11,520 -1,870	-14%	-$28.1K	﹤0.01%	1161
2025 Q3	$202K	Hold	13,390	–	–	﹤0.01%	991
2025 Q2	$197K	Hold	13,390	–	–	﹤0.01%	933
2025 Q1	$202K	Hold	13,390	–	–	﹤0.01%	896
2024 Q4	$200K	Sell	13,390 -13,449	-50%	-$217K	﹤0.01%	886
2024 Q3	$453K	Sell	26,839 -1,500	-5%	-$25.1K	0.01%	643
2024 Q2	$470K	Hold	28,339	–	–	0.01%	562
2024 Q1	$455K	Sell	28,339 -4,269	-13%	-$70.1K	0.01%	580
2023 Q4	$530K	Sell	32,608 -1,011	-3%	-$15.6K	0.01%	505
2023 Q3	$536K	Buy	33,619 +4,133	+14%	+$68.7K	0.02%	454
2023 Q2	$503K	Hold	29,486	–	–	0.02%	457
2023 Q1	$512K	Sell	29,486 -1,533	-5%	-$26.7K	0.02%	406
2022 Q4	$498K	Buy	31,019 +12,053	+64%	+$194K	0.02%	366
2022 Q3	$295K	Buy	+18,966	New	+$343K	0.01%	427

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

NewEdge Wealth's MMD Position: Q2 2026 in Review

NewEdge Wealth sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2026, closing a stake of 11,520 shares — an estimated $171K sold.

NewEdge Wealth first reported a position in MMD in Q3 2022 and held it in 15 quarters. The position peaked at $536K in Q3 2023. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

NewEdge Wealth reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q2 2026 after selling out during the quarter.
NewEdge Wealth sold 11,520 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2026, an estimated $171K.
NewEdge Wealth first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q3 2022 and held it in 15 quarters.
NewEdge Wealth's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $536K in Q3 2023.
71 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.