Capstone Investment Advisors
LEO

Capstone Investment Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Capstone Investment 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
Q2 		$2.45M Hold
379,865
– – ﹤0.01% 682
2026
Q1 		$2.39M Hold
379,865
– – ﹤0.01% 597
2025
Q4 		$2.42M Hold
379,865
– – ﹤0.01% 558
2025
Q3 		$2.37M Hold
379,865
– – ﹤0.01% 712
2025
Q2 		$2.25M Hold
379,865
– – 0.01% 605
2025
Q1 		$2.32M Buy
379,865
+92,378
+32% +$571K 0.01% 649
2024
Q4 		$1.74M Buy
+287,487
New +$1.81M ﹤0.01% 887

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

Capstone Investment Advisors's LEO Position: Q2 2026 in Review

Capstone Investment Advisors held its BNY Mellon Strategic Municipals (LEO) position steady in Q2 2026 at 379,865 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Capstone Investment Advisors first reported a position in LEO in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Capstone Investment Advisors held 379,865 shares of BNY Mellon Strategic Municipals worth $2.45M as of Q2 2026.
  • Capstone Investment Advisors left its BNY Mellon Strategic Municipals share count unchanged in Q2 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #682 holding.
  • Capstone Investment Advisors first reported a position in BNY Mellon Strategic Municipals in Q4 2024 and has held it in 7 quarters since.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.