BRWA
LEO

B. Riley Wealth Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

B. Riley Wealth 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
2025
Q1 		– Sell
-14,400
Closed -$87K – 1376
2024
Q4 		$87K Sell
14,400
-1,000
-6% -$6.31K ﹤0.01% 1110
2024
Q3 		$101K Sell
15,400
-5,000
-25% -$31.7K ﹤0.01% 1209
2024
Q2 		$125K Buy
20,400
+5,000
+32% +$29.9K ﹤0.01% 1295
2024
Q1 		$82.4K Hold
15,400
– – ﹤0.01% 1372
2023
Q4 		$90.2K Hold
15,400
– – ﹤0.01% 1328
2023
Q3 		$82.4K Hold
15,400
– – ﹤0.01% 1372
2023
Q2 		$95.8K Hold
15,400
– – ﹤0.01% 1441
2023
Q1 		$96.1K Hold
15,400
– – ﹤0.01% 1388
2022
Q4 		$94.1K Sell
15,400
-76
-0.5% -$465 ﹤0.01% 1365
2022
Q3 		$95K Buy
+15,476
New +$103K ﹤0.01% 1326
2015
Q1 		– Sell
-3,916
Closed -$32K – 1353
2014
Q4 		$32K Buy
+3,916
New +$32.3K ﹤0.01% 2330
2014
Q3 		– Sell
-1,056
Closed -$8.91K – 1340
2014
Q2 		$8.91K Buy
+1,056
New +$8.74K ﹤0.01% 1835

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

B. Riley Wealth Advisors's LEO Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2025, closing a stake of 14,400 shares — an estimated $87K sold.

B. Riley Wealth Advisors first reported a position in LEO in Q2 2014 and held it in 12 quarters. The position peaked at $125K in Q2 2024. 88 funds tracked by Wall St. Rank hold LEO as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,400 BNY Mellon Strategic Municipals shares in Q1 2025, an estimated $87K.
  • B. Riley Wealth Advisors first reported a position in BNY Mellon Strategic Municipals in Q2 2014 and held it in 12 quarters.
  • B. Riley Wealth Advisors's BNY Mellon Strategic Municipals position peaked at $125K in Q2 2024.
  • 88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.