PL
MMD

Plancorp LLC’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Plancorp LLC’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 		$363K Hold
23,807
– – 0.01% 301
2026
Q1 		$361K Hold
23,807
– – 0.01% 264
2025
Q4 		$354K Hold
23,807
– – 0.01% 257
2025
Q3 		$360K Buy
23,807
+7,000
+42% +$104K 0.01% 271
2025
Q2 		$249K Hold
16,807
– – 0.01% 325
2025
Q1 		$253K Buy
+16,807
New +$257K 0.01% 308

Other funds holding MMD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWIM
Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Plancorp LLC's MMD Position: Q2 2026 in Review

Plancorp LLC held its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) position steady in Q2 2026 at 23,807 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #301.

Plancorp LLC first reported a position in MMD in Q1 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

  • Plancorp LLC held 23,807 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $363K as of Q2 2026.
  • Plancorp LLC 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 Plancorp LLC's portfolio in Q2 2026, its #301 holding.
  • Plancorp LLC first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.