AAP
LEO

Arax Advisory Partners’s BNY Mellon Strategic Municipals LEO Stock Holding History

Arax Advisory Partners’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 		$1.93K Buy
+299
New +$1.91K ﹤0.01% 4816
2026
Q1 		– Sell
-299
Closed -$1.9K – 4100
2025
Q4 		$1.9K Hold
299
– – ﹤0.01% 3280
2025
Q3 		$1.87K Buy
+299
New +$1.78K ﹤0.01% 3131

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Pathstone Holdings
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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
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
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

Arax Advisory Partners's LEO Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in BNY Mellon Strategic Municipals (LEO) in Q2 2026: 299 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #4816 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in LEO as recently as Q4 2025.

Arax Advisory Partners first reported a position in LEO in Q3 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Arax Advisory Partners held 299 shares of BNY Mellon Strategic Municipals worth $1.93K as of Q2 2026.
  • BNY Mellon Strategic Municipals was a new Arax Advisory Partners position in Q2 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4816 holding.
  • Arax Advisory Partners first reported a position in BNY Mellon Strategic Municipals in Q3 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.