AGA
LEO

Arkos Global Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Arkos Global 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
Q1 		– Sell
-45,627
Closed -$290K – 201
2025
Q4 		$290K Sell
45,627
-2,100
-4% -$13.2K 0.04% 99
2025
Q3 		$298K Hold
47,727
– – 0.04% 133
2025
Q2 		$283K Hold
47,727
– – 0.04% 108
2025
Q1 		$292K Hold
47,727
– – 0.04% 102
2024
Q4 		$288K Sell
47,727
-273
-0.6% -$1.72K 0.04% 102
2024
Q3 		$312K Hold
48,000
– – 0.05% 98
2024
Q2 		$294K Hold
48,000
– – 0.05% 100
2024
Q1 		$293K Hold
48,000
– – 0.05% 112
2023
Q4 		$281K Buy
+48,000
New +$264K 0.05% 88

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Arkos Global Advisors's LEO Position: Q1 2026 in Review

Arkos Global Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2026, closing a stake of 45,627 shares — an estimated $290K sold.

Arkos Global Advisors first reported a position in LEO in Q4 2023 and held it in 9 quarters. The position peaked at $312K in Q3 2024. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Arkos Global Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q1 2026 after selling out during the quarter.
  • Arkos Global Advisors sold 45,627 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $290K.
  • Arkos Global Advisors first reported a position in BNY Mellon Strategic Municipals in Q4 2023 and held it in 9 quarters.
  • Arkos Global Advisors's BNY Mellon Strategic Municipals position peaked at $312K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Arkos Global Advisors's 13F filing for Q1 2026, filed 13 May 2026.