WealthPLAN Partners’s NYLIM MacKay DefinedTerm Muni Opportunities Fund MMD Stock Holding History

WealthPLAN Partners’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	$381K	Sell	24,590 -1,830	-7%	-$27.8K	0.07%	177
2026 Q1	$392K	Hold	26,420	–	–	0.08%	175
2025 Q4	$393K	Hold	26,420	–	–	0.06%	207
2025 Q3	$400K	Sell	26,420 -1,351	-5%	-$20K	0.06%	194
2025 Q2	$411K	Buy	+27,771	New	+$405K	0.07%	184

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

WealthPLAN Partners's MMD Position: Q2 2026 in Review

WealthPLAN Partners reduced its NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) stake by 6.9% in Q2 2026, selling an estimated $27.8K and leaving 24,590 shares worth $381K. The position accounts for 0.07% of the portfolio, ranked #177.

WealthPLAN Partners first reported a position in MMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $411K in Q2 2025. 70 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

WealthPLAN Partners held 24,590 shares of NYLIM MacKay DefinedTerm Muni Opportunities Fund worth $381K as of Q2 2026.
WealthPLAN Partners sold 1,830 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2026, an estimated $27.8K.
NYLIM MacKay DefinedTerm Muni Opportunities Fund made up 0.07% of WealthPLAN Partners's portfolio in Q2 2026, its #177 holding.
WealthPLAN Partners first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
WealthPLAN Partners's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $411K in Q2 2025.
70 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.