AWM
LEO

Avior Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-32,493
Closed -$199K – 740
2025
Q1 		$199K Buy
32,493
+14,104
+77% +$87.1K 0.01% 661
2024
Q4 		$111K Buy
18,389
+2,559
+16% +$16.1K ﹤0.01% 861
2024
Q3 		$103K Buy
15,830
+8,857
+127% +$56.1K ﹤0.01% 882
2024
Q2 		$42.7K Buy
6,973
+5,150
+283% +$30.8K ﹤0.01% 1149
2024
Q1 		$11.1K Buy
+1,823
New +$10.9K ﹤0.01% 1829
2019
Q1 		– Sell
-187
Closed -$1K – 685
2018
Q4 		$1K Hold
187
– – ﹤0.01% 681
2018
Q3 		$1K Buy
+187
New +$1.43K ﹤0.01% 707

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Avior Wealth Management's LEO Position: Q2 2025 in Review

Avior Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2025, closing a stake of 32,493 shares — an estimated $199K sold.

Avior Wealth Management first reported a position in LEO in Q3 2018 and held it in 7 quarters. The position peaked at $199K in Q1 2025. 97 funds tracked by Wall St. Rank hold LEO as of Q2 2025.

  • Avior Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 32,493 BNY Mellon Strategic Municipals shares in Q2 2025, an estimated $199K.
  • Avior Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q3 2018 and held it in 7 quarters.
  • Avior Wealth Management's BNY Mellon Strategic Municipals position peaked at $199K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.