1WA
LEO

180 Wealth Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

180 Wealth Advisors’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$369K Sell
57,188
-5,993
-9% -$38.2K 0.04% 347
2026
Q1 		$397K Sell
63,181
-694
-1% -$4.44K 0.05% 310
2025
Q4 		$406K Sell
63,875
-1,092
-2% -$6.85K 0.05% 298
2025
Q3 		$406K Buy
64,967
+4,904
+8% +$29.2K 0.05% 298
2025
Q2 		$356K Buy
60,063
+1,605
+3% +$9.39K 0.05% 302
2025
Q1 		$358K Sell
58,458
-4,285
-7% -$26.5K 0.06% 284
2024
Q4 		$379K Sell
62,743
-5,494
-8% -$34.7K 0.06% 276
2024
Q3 		$444K Sell
68,237
-7,797
-10% -$49.4K 0.07% 252
2024
Q2 		$473K Sell
76,034
-7,244
-9% -$43.4K 0.08% 227
2024
Q1 		$508K Sell
83,278
-6,097
-7% -$36.5K 0.09% 203
2023
Q4 		$526K Buy
89,375
+13,302
+17% +$73.1K 0.11% 195
2023
Q3 		$405K Buy
76,073
+28,976
+62% +$169K 0.09% 216
2023
Q2 		$294K Sell
47,097
-1,511
-3% -$9.31K 0.06% 263
2023
Q1 		$303K Buy
48,608
+7,042
+17% +$44.5K 0.07% 260
2022
Q4 		$273K Buy
41,566
+20,211
+95% +$124K 0.06% 284
2022
Q3 		$130K Buy
21,355
+149
+0.7% +$996 0.04% 331
2022
Q2 		$143K Buy
21,206
+124
+0.6% +$841 0.04% 344
2022
Q1 		$145K Buy
21,082
+199
+1% +$1.52K 0.03% 359
2021
Q4 		$162K Buy
20,883
+183
+0.9% +$1.55K 0.04% 355
2021
Q3 		$179K Buy
20,700
+124
+0.6% +$1.13K 0.04% 364
2021
Q2 		$192K Buy
20,576
+186
+0.9% +$1.64K 0.04% 350
2021
Q1 		$180K Sell
20,390
-131
-0.6% -$1.11K 0.04% 336
2020
Q4 		$171K Buy
20,521
+197
+1% +$1.64K 0.05% 303
2020
Q3 		$168K Buy
+20,324
New +$168K 0.06% 256
2020
Q2 		– Sell
-19,914
Closed -$144K – 269
2020
Q1 		$144K Sell
19,914
-780
-4% -$6.52K 0.07% 209
2019
Q4 		$179K Buy
20,694
+181
+0.9% +$1.54K 0.07% 251
2019
Q3 		$174K Buy
20,513
+119
+0.6% +$1.01K 0.08% 244
2019
Q2 		$176K Buy
20,394
+183
+0.9% +$1.48K 0.08% 237
2019
Q1 		$164K Buy
20,211
+460
+2% +$3.54K 0.07% 241
2018
Q4 		$148K Hold
19,751
– – 0.07% 248
2018
Q3 		$148K Buy
19,751
+190
+1% +$1.45K 0.07% 248
2018
Q2 		$150K Buy
19,561
+187
+1% +$1.43K 0.07% 237
2018
Q1 		$150K Buy
19,374
+193
+1% +$1.55K 0.08% 225
2017
Q4 		$166K Buy
+19,181
New +$168K 0.08% 231

Other funds holding LEO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return