PL
MMD

Plancorp LLC’s NYLIM MacKay DefinedTerm Muni 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plancorp LLC's MMD Position: Q2 2026 in Review

Plancorp LLC held its NYLIM MacKay DefinedTerm Muni 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. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

  • Plancorp LLC held 23,807 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $363K as of Q2 2026.
  • Plancorp LLC left its NYLIM MacKay DefinedTerm Muni Opportunities Fund share count unchanged in Q2 2026.
  • NYLIM MacKay DefinedTerm Muni Opportunities Fund made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #301 holding.
  • Plancorp LLC first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • 71 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

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