Accel Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-512	Closed	-$3.19K	–	555
2023 Q1	$3.19K	Hold	512	–	–	﹤0.01%	1053
2022 Q4	$3.13K	Hold	512	–	–	﹤0.01%	865
2022 Q3	$3K	Hold	512	–	–	﹤0.01%	899
2022 Q2	$3K	Hold	512	–	–	﹤0.01%	858
2022 Q1	$4K	Hold	512	–	–	﹤0.01%	828
2021 Q4	$4K	Hold	512	–	–	﹤0.01%	842
2021 Q3	$4K	Hold	512	–	–	﹤0.01%	768
2021 Q2	$5K	Hold	512	–	–	﹤0.01%	796
2021 Q1	$4K	Hold	512	–	–	﹤0.01%	779
2020 Q4	$4K	Buy	+512	New	+$4.27K	﹤0.01%	734

Other funds holding LEO

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

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

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

RCM

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accel Wealth Management's LEO Position: Q2 2023 in Review

Accel Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2023, closing a stake of 512 shares — an estimated $3.19K sold.

Accel Wealth Management first reported a position in LEO in Q4 2020 and held it in 10 quarters. The position peaked at $5K in Q2 2021. 77 funds tracked by Wall St. Rank hold LEO as of Q2 2023.

Accel Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 512 BNY Mellon Strategic Municipals shares in Q2 2023, an estimated $3.19K.
Accel Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's BNY Mellon Strategic Municipals position peaked at $5K in Q2 2021.
77 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.