Smallwood Wealth Investment Management’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Smallwood Wealth Investment Management’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	$11.5K	Hold	745	–	–	0.01%	323
2026 Q1	$11.1K	Hold	745	–	–	0.01%	322
2025 Q4	$11.1K	Hold	745	–	–	0.01%	307
2025 Q3	$11.3K	Hold	745	–	–	0.01%	309
2025 Q2	$11K	Hold	745	–	–	0.01%	305
2025 Q1	$11.2K	Buy	+745	New	+$11.4K	0.01%	296

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

Smallwood Wealth Investment Management's MMD Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) position steady in Q2 2026 at 745 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #323.

Smallwood Wealth Investment Management 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.

Smallwood Wealth Investment Management held 745 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $11.5K as of Q2 2026.
Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management's portfolio in Q2 2026, its #323 holding.
Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.