Blue Bell Private Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Blue Bell Private 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
2026 Q1	$794K	Sell	126,210 -1,198	-0.9%	-$7.66K	0.11%	124
2025 Q4	$810K	Sell	127,408 -488	-0.4%	-$3.06K	0.12%	116
2025 Q3	$799K	Sell	127,896 -4,381	-3%	-$26.1K	0.12%	114
2025 Q2	$783K	Sell	132,277 -2,723	-2%	-$15.9K	0.13%	96
2025 Q1	$826K	Sell	135,000 -1,150	-0.8%	-$7.1K	0.16%	90
2024 Q4	$822K	Buy	136,150 +42,810	+46%	+$270K	0.16%	83
2024 Q3	$608K	Buy	93,340 +36,885	+65%	+$234K	0.12%	108
2024 Q2	$346K	Buy	56,455 +39,255	+228%	+$235K	0.07%	143
2024 Q1	$105K	Buy	+17,200	New	+$103K	0.02%	257

Other funds holding LEO

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Blue Bell Private Wealth Management's LEO Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its BNY Mellon Strategic Municipals (LEO) stake by 0.94% in Q1 2026, selling an estimated $7.66K and leaving 126,210 shares worth $794K. The position accounts for 0.11% of the portfolio, ranked #124.

Blue Bell Private Wealth Management first reported a position in LEO in Q1 2024 and has held it in 9 quarters since. The position peaked at $826K in Q1 2025. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

Blue Bell Private Wealth Management held 126,210 shares of BNY Mellon Strategic Municipals worth $794K as of Q1 2026.
Blue Bell Private Wealth Management sold 1,198 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $7.66K.
BNY Mellon Strategic Municipals made up 0.11% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #124 holding.
Blue Bell Private Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q1 2024 and has held it in 9 quarters since.
Blue Bell Private Wealth Management's BNY Mellon Strategic Municipals position peaked at $826K in Q1 2025.
96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.