Wedbush Securities’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Wedbush Securities’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 Q1	$458K	Sell	30,822 -1,250	-4%	-$19.1K	0.01%	714
2025 Q4	$477K	Sell	32,072 -335	-1%	-$5.03K	0.01%	703
2025 Q3	$490K	Sell	32,407 -1,400	-4%	-$20.7K	0.02%	662
2025 Q2	$500K	Sell	33,807 -700	-2%	-$10.2K	0.02%	627
2025 Q1	$520K	Hold	34,507	–	–	0.02%	604
2024 Q4	$515K	Sell	34,507 -1,200	-3%	-$19.4K	0.02%	600
2024 Q3	$602K	Hold	35,707	–	–	0.02%	537
2024 Q2	$592K	Hold	35,707	–	–	0.02%	567
2024 Q1	$584K	Hold	35,707	–	–	0.02%	585
2023 Q4	$580K	Buy	+35,707	New	+$551K	0.03%	508

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 $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wedbush Securities's MMD Position: Q1 2026 in Review

Wedbush Securities reduced its MainStay MacKay DefinedTerm Municipal Opportunities Fund (MMD) stake by 3.9% in Q1 2026, selling an estimated $19.1K and leaving 30,822 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #714.

Wedbush Securities first reported a position in MMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $602K in Q3 2024. 68 funds tracked by Wall St. Rank hold MMD as of Q1 2026.

Wedbush Securities held 30,822 shares of MainStay MacKay DefinedTerm Municipal Opportunities Fund worth $458K as of Q1 2026.
Wedbush Securities sold 1,250 MainStay MacKay DefinedTerm Municipal Opportunities Fund shares in Q1 2026, an estimated $19.1K.
MainStay MacKay DefinedTerm Municipal Opportunities Fund made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #714 holding.
Wedbush Securities first reported a position in MainStay MacKay DefinedTerm Municipal Opportunities Fund in Q4 2023 and has held it in 10 quarters since.
Wedbush Securities's MainStay MacKay DefinedTerm Municipal Opportunities Fund position peaked at $602K in Q3 2024.
68 funds tracked by Wall St. Rank held MainStay MacKay DefinedTerm Municipal Opportunities Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.