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CoreCap Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

CoreCap 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
Q3 		– Sell
-2,500
Closed -$16.1K – 3272
2026
Q2 		$16.1K Buy
+2,500
New +$15.9K ﹤0.01% 1889
2022
Q1 		– Sell
-3,615
Closed -$31K – 1388
2021
Q4 		$31K Buy
+3,615
New +$30.6K ﹤0.01% 1161

Other funds holding LEO

GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's LEO Position: Q3 2026 in Review

CoreCap Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2026, closing a stake of 2,500 shares — an estimated $16.1K sold.

CoreCap Advisors first reported a position in LEO in Q4 2021 and held it in 2 quarters. The position peaked at $31K in Q4 2021. 7 funds tracked by Wall St. Rank hold LEO as of Q3 2026.

  • CoreCap Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 2,500 BNY Mellon Strategic Municipals shares in Q3 2026, an estimated $16.1K.
  • CoreCap Advisors first reported a position in BNY Mellon Strategic Municipals in Q4 2021 and held it in 2 quarters.
  • CoreCap Advisors's BNY Mellon Strategic Municipals position peaked at $31K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.