Cetera Investment Advisers
LEO

Cetera Investment Advisers’s BNY Mellon Strategic Municipals LEO Stock Holding History

Cetera Investment Advisers’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 		$94.2K Sell
14,576
-108
-0.7% -$688 ﹤0.01% 4673
2026
Q1 		$92.4K Buy
14,684
+831
+6% +$5.31K ﹤0.01% 4479
2025
Q4 		$88.1K Buy
13,853
+298
+2% +$1.87K ﹤0.01% 4432
2025
Q3 		$84.7K Buy
13,555
+693
+5% +$4.13K ﹤0.01% 4357
2025
Q2 		$76.1K Sell
12,862
-4,876
-27% -$28.5K ﹤0.01% 3925
2025
Q1 		$109K Sell
17,738
-16
-0.1% -$99 ﹤0.01% 3759
2024
Q4 		$107K Sell
17,754
-41
-0.2% -$259 ﹤0.01% 3568
2024
Q3 		$116K Sell
17,795
-1,497
-8% -$9.48K ﹤0.01% 3513
2024
Q2 		$118K Buy
19,292
+54
+0.3% +$323 ﹤0.01% 3486
2024
Q1 		$117K Buy
+19,238
New +$115K ﹤0.01% 3466
2023
Q1 		– Sell
-11,247
Closed -$68.7K – 2210
2022
Q4 		$68.7K Buy
+11,247
New +$68.8K ﹤0.01% 2023

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

Cetera Investment Advisers's LEO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its BNY Mellon Strategic Municipals (LEO) stake by 0.74% in Q2 2026, selling an estimated $688 and leaving 14,576 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4673.

Cetera Investment Advisers first reported a position in LEO in Q4 2022 and has held it in 11 quarters since. The position peaked at $118K in Q2 2024. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Cetera Investment Advisers held 14,576 shares of BNY Mellon Strategic Municipals worth $94.2K as of Q2 2026.
  • Cetera Investment Advisers sold 108 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $688.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4673 holding.
  • Cetera Investment Advisers first reported a position in BNY Mellon Strategic Municipals in Q4 2022 and has held it in 11 quarters since.
  • Cetera Investment Advisers's BNY Mellon Strategic Municipals position peaked at $118K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.