Wedbush Securities’s NYLIM MacKay DefinedTerm Muni 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 Q2	–	Sell	-30,822	Closed	-$458K	–	1348
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 $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

Wedbush Securities's MMD Position: Q2 2026 in Review

Wedbush Securities sold out of NYLIM MacKay DefinedTerm Muni Opportunities Fund (MMD) in Q2 2026, closing a stake of 30,822 shares — an estimated $458K sold.

Wedbush Securities first reported a position in MMD in Q4 2023 and held it in 10 quarters. The position peaked at $602K in Q3 2024. 70 funds tracked by Wall St. Rank hold MMD as of Q2 2026.

Wedbush Securities reported no remaining NYLIM MacKay DefinedTerm Muni Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Wedbush Securities sold 30,822 NYLIM MacKay DefinedTerm Muni Opportunities Fund shares in Q2 2026, an estimated $458K.
Wedbush Securities first reported a position in NYLIM MacKay DefinedTerm Muni Opportunities Fund in Q4 2023 and held it in 10 quarters.
Wedbush Securities's NYLIM MacKay DefinedTerm Muni Opportunities Fund position peaked at $602K in Q3 2024.
70 funds tracked by Wall St. Rank held NYLIM MacKay DefinedTerm Muni Opportunities Fund as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.