CA
LEO

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
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

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

CoreCap Advisors's LEO Position: Q2 2026 in Review

CoreCap Advisors opened a new position in BNY Mellon Strategic Municipals (LEO) in Q2 2026: 2,500 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #1889 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in LEO as recently as Q4 2021.

CoreCap Advisors first reported a position in LEO in Q4 2021 and has held it in 2 quarters since. The position peaked at $31K in Q4 2021. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • CoreCap Advisors held 2,500 shares of BNY Mellon Strategic Municipals worth $16.1K as of Q2 2026.
  • BNY Mellon Strategic Municipals was a new CoreCap Advisors position in Q2 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1889 holding.
  • CoreCap Advisors first reported a position in BNY Mellon Strategic Municipals in Q4 2021 and has held it in 2 quarters since.
  • CoreCap Advisors's BNY Mellon Strategic Municipals position peaked at $31K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.