BRWM
LEO

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

B. Riley 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
2022
Q2 		$95 Buy
+14,400
New +$97.6K ﹤0.01% 707
2020
Q4 		– Sell
-33,500
Closed -$277K – 433
2020
Q3 		$277K Buy
+33,500
New +$277K 0.03% 305
2020
Q2 		– Sell
-33,500
Closed -$250K – 501
2020
Q1 		$250K Buy
+33,500
New +$280K 0.03% 393

Other funds holding LEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

B. Riley Wealth Management's LEO Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in BNY Mellon Strategic Municipals (LEO) in Q2 2022: 14,400 shares worth $95. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in LEO as recently as Q3 2020.

B. Riley Wealth Management first reported a position in LEO in Q1 2020 and has held it in 3 quarters since. The position peaked at $277K in Q3 2020. 83 funds tracked by Wall St. Rank hold LEO as of Q2 2022.

  • B. Riley Wealth Management held 14,400 shares of BNY Mellon Strategic Municipals worth $95 as of Q2 2022.
  • BNY Mellon Strategic Municipals was a new B. Riley Wealth Management position in Q2 2022.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #707 holding.
  • B. Riley Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q1 2020 and has held it in 3 quarters since.
  • B. Riley Wealth Management's BNY Mellon Strategic Municipals position peaked at $277K in Q3 2020.
  • 83 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.