Carson Wealth (CWM LLC)
LEO

Carson Wealth (CWM LLC)’s BNY Mellon Strategic Municipals LEO Stock Holding History

Carson Wealth (CWM LLC)’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 		$16.7K Hold
2,654
– – ﹤0.01% 4525
2025
Q4 		$17K Sell
2,654
-3,651
-58% -$22.9K ﹤0.01% 4262
2025
Q3 		$39K Buy
6,305
+2,654
+73% +$15.8K ﹤0.01% 3720
2025
Q2 		$22K Buy
+3,651
New +$21.4K ﹤0.01% 3849
2023
Q3 		– Sell
-775
Closed -$5K – 4362
2023
Q2 		$5K Hold
775
– – ﹤0.01% 3448
2023
Q1 		$5K Buy
+775
New +$4.89K ﹤0.01% 3302

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 12.96% 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 $2B AUM 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LEO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its BNY Mellon Strategic Municipals (LEO) position steady in Q1 2026 at 2,654 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4525.

Carson Wealth (CWM LLC) first reported a position in LEO in Q1 2023 and has held it in 6 quarters since. The position peaked at $39K in Q3 2025. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,654 shares of BNY Mellon Strategic Municipals worth $16.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its BNY Mellon Strategic Municipals share count unchanged in Q1 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4525 holding.
  • Carson Wealth (CWM LLC) first reported a position in BNY Mellon Strategic Municipals in Q1 2023 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s BNY Mellon Strategic Municipals position peaked at $39K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.