SPIA
MMD

Steward Partners Investment Advisory’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

Steward Partners Investment Advisory’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 		$546K Buy
35,240
+11,792
+50% +$179K ﹤0.01% 1645
2026
Q1 		$348K Sell
23,448
-7,227
-24% -$111K ﹤0.01% 1719
2025
Q4 		$456K Sell
30,675
-1,624
-5% -$24.4K ﹤0.01% 1475
2025
Q3 		$489K Buy
32,299
+270
+0.8% +$4K ﹤0.01% 1391
2025
Q2 		$474K Sell
32,029
-134
-0.4% -$1.95K ﹤0.01% 1327
2025
Q1 		$485K Sell
32,163
-1,400
-4% -$21.4K ﹤0.01% 1233
2024
Q4 		$501K Sell
33,563
-5,659
-14% -$91.5K ﹤0.01% 1160
2024
Q3 		$661K Buy
39,222
+1,145
+3% +$19.1K 0.01% 999
2024
Q2 		$631K Hold
38,077
– – 0.01% 962
2024
Q1 		$623K Sell
38,077
-4,371
-10% -$71.8K 0.01% 967
2023
Q4 		$690K Buy
42,448
+713
+2% +$11K 0.01% 859
2023
Q3 		$665K Buy
41,735
+195
+0.5% +$3.24K 0.01% 818
2023
Q2 		$709K Sell
41,540
-416
-1% -$7.09K 0.01% 811
2023
Q1 		$729K Buy
41,956
+480
+1% +$8.35K 0.01% 782
2022
Q4 		$666K Buy
41,476
+2,685
+7% +$43.2K 0.01% 800
2022
Q3 		$604K Buy
38,791
+4,527
+13% +$81.8K 0.01% 795
2022
Q2 		$622K Buy
34,264
+202
+0.6% +$3.61K 0.01% 786
2022
Q1 		$639K Buy
34,062
+15,462
+83% +$308K 0.01% 835
2021
Q4 		$405K Hold
18,600
– – 0.01% 1021
2021
Q3 		$407K Hold
18,600
– – 0.01% 981
2021
Q2 		$416K Hold
18,600
– – 0.01% 1009
2021
Q1 		$413K Hold
18,600
– – 0.01% 960
2020
Q4 		$405K Buy
18,600
+1,400
+8% +$29.7K 0.01% 821
2020
Q3 		$356K Hold
17,200
– – 0.01% 762
2020
Q2 		$350K Hold
17,200
– – 0.01% 720
2020
Q1 		$330K Sell
17,200
-893
-5% -$18.7K 0.01% 660
2019
Q4 		$380K Buy
18,093
+5
+0% +$104 0.01% 695
2019
Q3 		$379K Buy
18,088
+3,286
+22% +$68.5K 0.01% 661
2019
Q2 		$309K Buy
14,802
+797
+6% +$16.3K 0.01% 681
2019
Q1 		$284K Buy
14,005
+305
+2% +$6.06K 0.01% 654
2018
Q4 		$267K Buy
13,700
+1,500
+12% +$29.1K 0.01% 630
2018
Q3 		$240K Hold
12,200
– – 0.01% 678
2018
Q2 		$237K Hold
12,200
– – 0.01% 618
2018
Q1 		$229K Hold
12,200
– – 0.02% 589
2017
Q4 		$241K Hold
12,200
– – 0.02% 485
2017
Q3 		$244K Hold
12,200
– – 0.02% 406
2017
Q2 		$239K Hold
12,200
– – 0.03% 376
2017
Q1 		$234K Hold
12,200
– – 0.04% 302
2016
Q4 		$223K Buy
+12,200
New +$231K 0.1% 169

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

Steward Partners Investment Advisory's MMD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) stake by 50% in Q2 2026, buying an estimated $179K and bringing the position to 35,240 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Steward Partners Investment Advisory first reported a position in MMD in Q4 2016 and has held it in 39 quarters since. The position peaked at $729K in Q1 2023. 71 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

  • Steward Partners Investment Advisory held 35,240 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $546K as of Q2 2026.
  • Steward Partners Investment Advisory bought 11,792 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2026, an estimated $179K.
  • NYLIM MacKay DefinedTerm Muni Opportunities Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1645 holding.
  • Steward Partners Investment Advisory first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $729K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.