AO
LEO

Advisor OS’s BNY Mellon Strategic Municipals LEO Stock Holding History

Advisor OS’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
2025
Q3 		– Sell
-14,516
Closed -$85.9K – 499
2025
Q2 		$85.9K Buy
+14,516
New +$84.9K 0.01% 449

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Advisor OS's LEO Position: Q3 2025 in Review

Advisor OS sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2025, closing a stake of 14,516 shares — an estimated $85.9K sold.

Advisor OS first reported a position in LEO in Q2 2025 and held it in 1 quarter. The position peaked at $85.9K in Q2 2025. 100 funds tracked by Wall St. Rank hold LEO as of Q3 2025.

  • Advisor OS reported no remaining BNY Mellon Strategic Municipals position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 14,516 BNY Mellon Strategic Municipals shares in Q3 2025, an estimated $85.9K.
  • Advisor OS first reported a position in BNY Mellon Strategic Municipals in Q2 2025 and held it in 1 quarter.
  • Advisor OS's BNY Mellon Strategic Municipals position peaked at $85.9K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.