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Clear Point Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Clear Point 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 		– Sell
-4,571
Closed -$571K – 117
2026
Q1 		$571K Buy
+4,571
New +$29.2K 0.44% 46

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Sit Investment Associates
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Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Advisors Asset Management
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

Clear Point Advisors's LEO Position: Q2 2026 in Review

Clear Point Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2026, closing a stake of 4,571 shares — an estimated $571K sold.

Clear Point Advisors first reported a position in LEO in Q1 2026 and held it in 1 quarter. The position peaked at $571K in Q1 2026. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Clear Point Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q2 2026 after selling out during the quarter.
  • Clear Point Advisors sold 4,571 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $571K.
  • Clear Point Advisors first reported a position in BNY Mellon Strategic Municipals in Q1 2026 and held it in 1 quarter.
  • Clear Point Advisors's BNY Mellon Strategic Municipals position peaked at $571K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.