Daner Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Daner Wealth Management’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	$324K	Hold	51,900	–	–	0.18%	62
2026 Q1	$332K	Hold	51,900	–	–	0.2%	55
2025 Q4	$337K	Hold	51,900	–	–	0.21%	66
2025 Q3	$323K	Hold	51,900	–	–	0.21%	57
2025 Q2	$307K	Buy	+51,900	New	+$304K	0.21%	54
2024 Q4	$319K	Buy	+51,900	New	+$327K	0.23%	46

Other funds holding LEO

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

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 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

Daner Wealth Management's LEO Position: Q2 2026 in Review

Daner Wealth Management held its BNY Mellon Strategic Municipals (LEO) position steady in Q2 2026 at 51,900 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #62.

Daner Wealth Management first reported a position in LEO in Q4 2024 and has held it in 6 quarters since. The position peaked at $337K in Q4 2025. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

Daner Wealth Management held 51,900 shares of BNY Mellon Strategic Municipals worth $324K as of Q2 2026.
Daner Wealth Management left its BNY Mellon Strategic Municipals share count unchanged in Q2 2026.
BNY Mellon Strategic Municipals made up 0.18% of Daner Wealth Management's portfolio in Q2 2026, its #62 holding.
Daner Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q4 2024 and has held it in 6 quarters since.
Daner Wealth Management's BNY Mellon Strategic Municipals position peaked at $337K in Q4 2025.
101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.