CWG
LEO

Crown Wealth Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Crown Wealth Group’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
2022
Q2 		– Sell
-64,534
Closed -$464K – 91
2022
Q1 		$464K Sell
64,534
-219
-0.3% -$1.68K 0.32% 51
2021
Q4 		$548K Buy
+64,753
New +$549K 0.51% 43

Other funds holding LEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Crown Wealth Group's LEO Position: Q2 2022 in Review

Crown Wealth Group sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2022, closing a stake of 64,534 shares — an estimated $464K sold.

Crown Wealth Group first reported a position in LEO in Q4 2021 and held it in 2 quarters. The position peaked at $548K in Q4 2021. 83 funds tracked by Wall St. Rank hold LEO as of Q2 2022.

  • Crown Wealth Group reported no remaining BNY Mellon Strategic Municipals position as of Q2 2022 after selling out during the quarter.
  • Crown Wealth Group sold 64,534 BNY Mellon Strategic Municipals shares in Q2 2022, an estimated $464K.
  • Crown Wealth Group first reported a position in BNY Mellon Strategic Municipals in Q4 2021 and held it in 2 quarters.
  • Crown Wealth Group's BNY Mellon Strategic Municipals position peaked at $548K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.