Ackerman Capital Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Ackerman Capital 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	$536K	Sell	82,963 -30,377	-27%	-$194K	0.11%	72
2026 Q1	$713K	Sell	113,340 -43,577	-28%	-$279K	0.15%	61
2025 Q4	$998K	Sell	156,917 -68,344	-30%	-$429K	0.2%	50
2025 Q3	$1.41M	Sell	225,261 -32,041	-12%	-$191K	0.29%	42
2025 Q2	$1.52M	Sell	257,302 -39,420	-13%	-$231K	0.35%	39
2025 Q1	$1.82M	Sell	296,722 -20,499	-6%	-$127K	0.48%	31
2024 Q4	$1.92M	Buy	317,221 +69,719	+28%	+$440K	0.5%	31
2024 Q3	$1.61M	Sell	247,502 -3,675	-1%	-$23.3K	0.42%	32
2024 Q2	$1.54M	Buy	251,177 +11,944	+5%	+$71.5K	0.41%	33
2024 Q1	$1.46M	Sell	239,233 -1,604	-0.7%	-$9.59K	0.4%	36
2023 Q4	$1.41M	Buy	240,837 +151,514	+170%	+$833K	0.4%	40
2023 Q3	$476K	Buy	89,323 +40,475	+83%	+$236K	0.13%	62
2023 Q2	$304K	Buy	+48,848	New	+$301K	0.08%	82
2023 Q1	–	Sell	-70,398	Closed	-$430K	–	114
2022 Q4	$430K	Buy	+70,398	New	+$431K	0.12%	69
2022 Q3	–	Sell	-64,506	Closed	-$424K	–	104
2022 Q2	$424K	Sell	64,506 -179,034	-74%	-$1.21M	0.11%	68
2022 Q1	$1.75M	Buy	243,540 +20,749	+9%	+$159K	0.41%	35
2021 Q4	$1.89M	Buy	222,791 +169,588	+319%	+$1.44M	0.43%	35
2021 Q3	$463K	Buy	+53,203	New	+$486K	0.11%	68
2021 Q1	–	Sell	-72,349	Closed	-$614K	–	136
2020 Q4	$614K	Buy	+72,349	New	+$603K	0.16%	58
2020 Q2	–	Sell	-18,901	Closed	-$141K	–	135
2020 Q1	$141K	Buy	+18,901	New	+$158K	0.05%	88

Other funds holding LEO

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Ackerman Capital Advisors's LEO Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its BNY Mellon Strategic Municipals (LEO) stake by 27% in Q2 2026, selling an estimated $194K and leaving 82,963 shares worth $536K. The position accounts for 0.11% of the portfolio, ranked #72.

Ackerman Capital Advisors first reported a position in LEO in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.92M in Q4 2024. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

Ackerman Capital Advisors held 82,963 shares of BNY Mellon Strategic Municipals worth $536K as of Q2 2026.
Ackerman Capital Advisors sold 30,377 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $194K.
BNY Mellon Strategic Municipals made up 0.11% of Ackerman Capital Advisors's portfolio in Q2 2026, its #72 holding.
Ackerman Capital Advisors first reported a position in BNY Mellon Strategic Municipals in Q1 2020 and has held it in 20 quarters since.
Ackerman Capital Advisors's BNY Mellon Strategic Municipals position peaked at $1.92M in Q4 2024.
101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.