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
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 $3.12B AUM 13% 1-Year Est. Return
Pathstone Holdings
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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return