American Portfolios Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

American Portfolios 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
2022 Q3	$5.07K	Hold	833	–	–	﹤0.01%	2813
2022 Q2	$5.48K	Hold	833	–	–	﹤0.01%	2790
2022 Q1	$5.99K	Hold	833	–	–	﹤0.01%	2879
2021 Q4	$7.06K	Sell	833 -3,246	-80%	-$27.5K	﹤0.01%	2762
2021 Q3	$35.5K	Hold	4,079	–	–	﹤0.01%	1973
2021 Q2	$36.6K	Hold	4,079	–	–	﹤0.01%	1895
2021 Q1	$34.8K	Hold	4,079	–	–	﹤0.01%	1766
2020 Q4	$34.6K	Hold	4,079	–	–	﹤0.01%	1560
2020 Q3	$33.8K	Hold	4,079	–	–	﹤0.01%	1471
2020 Q2	$31.7K	Hold	4,079	–	–	﹤0.01%	1457
2020 Q1	$30.4K	Hold	4,079	–	–	﹤0.01%	1374
2019 Q4	$34.7K	Hold	4,079	–	–	﹤0.01%	1496
2019 Q3	$35K	Hold	4,079	–	–	﹤0.01%	1436
2019 Q2	$33.3K	Sell	4,079 -5,900	-59%	-$47.7K	﹤0.01%	1447
2019 Q1	$78.7K	Hold	9,979	–	–	0.01%	984
2018 Q4	$71.6K	Hold	9,979	–	–	0.01%	871
2018 Q3	$74.8K	Hold	9,979	–	–	0.01%	948
2018 Q2	$76.5K	Hold	9,979	–	–	0.01%	909
2018 Q1	$76.9K	Hold	9,979	–	–	0.01%	854
2017 Q4	$86.2K	Buy	+9,979	New	+$87.4K	0.01%	778

Other funds holding LEO

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

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

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

CIA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

RCM

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

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

American Portfolios Advisors's LEO Position: Q3 2022 in Review

American Portfolios Advisors held its BNY Mellon Strategic Municipals (LEO) position steady in Q3 2022 at 833 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2813.

American Portfolios Advisors first reported a position in LEO in Q4 2017 and has held it in 20 quarters since. The position peaked at $86.2K in Q4 2017. 80 funds tracked by Wall St. Rank hold LEO as of Q3 2022.

American Portfolios Advisors held 833 shares of BNY Mellon Strategic Municipals worth $5.07K as of Q3 2022.
American Portfolios Advisors left its BNY Mellon Strategic Municipals share count unchanged in Q3 2022.
BNY Mellon Strategic Municipals made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2813 holding.
American Portfolios Advisors first reported a position in BNY Mellon Strategic Municipals in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's BNY Mellon Strategic Municipals position peaked at $86.2K in Q4 2017.
80 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.