Envestnet Asset Management
LEO

Envestnet Asset Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Envestnet Asset 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 		$1.43M Sell
220,675
-5,221
-2% -$33.3K ﹤0.01% 3390
2026
Q1 		$1.42M Buy
225,896
+1,606
+0.7% +$10.3K ﹤0.01% 3253
2025
Q4 		$1.43M Sell
224,290
-951
-0.4% -$5.97K ﹤0.01% 3069
2025
Q3 		$1.41M Buy
225,241
+3,113
+1% +$18.6K ﹤0.01% 3125
2025
Q2 		$1.31M Buy
222,128
+28,512
+15% +$167K ﹤0.01% 3099
2025
Q1 		$1.18M Buy
193,616
+6,191
+3% +$38.2K ﹤0.01% 3091
2024
Q4 		$1.13M Buy
187,425
+7,085
+4% +$44.7K ﹤0.01% 3091
2024
Q3 		$1.17M Sell
180,340
-2,173
-1% -$13.8K ﹤0.01% 3020
2024
Q2 		$1.12M Buy
182,513
+693
+0.4% +$4.15K ﹤0.01% 2958
2024
Q1 		$1.11M Buy
181,820
+8,769
+5% +$52.4K ﹤0.01% 2962
2023
Q4 		$1.01M Buy
173,051
+5,579
+3% +$30.7K ﹤0.01% 2929
2023
Q3 		$893K Buy
167,472
+5,241
+3% +$30.6K ﹤0.01% 2891
2023
Q2 		$1.01M Sell
162,231
-14,781
-8% -$91K ﹤0.01% 2740
2023
Q1 		$1.1M Sell
177,012
-742
-0.4% -$4.68K ﹤0.01% 2599
2022
Q4 		$1.09M Buy
177,754
+1,925
+1% +$11.8K ﹤0.01% 2579
2022
Q3 		$1.07M Buy
175,829
+1,976
+1% +$13.2K ﹤0.01% 2515
2022
Q2 		$1.14M Buy
173,853
+3,222
+2% +$21.8K ﹤0.01% 2489
2022
Q1 		$1.23M Buy
+170,631
New +$1.31M ﹤0.01% 2516
2019
Q1 		– Sell
-31,427
Closed -$226K – 2998
2018
Q4 		$226K Buy
31,427
+3,040
+11% +$21.9K ﹤0.01% 2606
2018
Q3 		$213K Buy
+28,387
New +$217K ﹤0.01% 1153

Other funds holding LEO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Envestnet Asset Management's LEO Position: Q2 2026 in Review

Envestnet Asset Management reduced its BNY Mellon Strategic Municipals (LEO) stake by 2.3% in Q2 2026, selling an estimated $33.3K and leaving 220,675 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3390.

Envestnet Asset Management first reported a position in LEO in Q3 2018 and has held it in 20 quarters since. The position peaked at $1.43M in Q4 2025. 40 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Envestnet Asset Management held 220,675 shares of BNY Mellon Strategic Municipals worth $1.43M as of Q2 2026.
  • Envestnet Asset Management sold 5,221 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $33.3K.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3390 holding.
  • Envestnet Asset Management first reported a position in BNY Mellon Strategic Municipals in Q3 2018 and has held it in 20 quarters since.
  • Envestnet Asset Management's BNY Mellon Strategic Municipals position peaked at $1.43M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.