EPW
LEO

Evolve Private Wealth’s BNY Mellon Strategic Municipals LEO Stock Holding History

Evolve Private Wealth’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 		$341K Buy
52,837
+26,659
+102% +$170K 0.02% 659
2026
Q1 		$165K Buy
26,178
+11,150
+74% +$71.3K 0.01% 955
2025
Q4 		$95.6K Buy
+15,028
New +$94.3K 0.01% 914

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

Evolve Private Wealth's LEO Position: Q2 2026 in Review

Evolve Private Wealth increased its BNY Mellon Strategic Municipals (LEO) stake by 102% in Q2 2026, buying an estimated $170K and bringing the position to 52,837 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #659.

Evolve Private Wealth first reported a position in LEO in Q4 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Evolve Private Wealth held 52,837 shares of BNY Mellon Strategic Municipals worth $341K as of Q2 2026.
  • Evolve Private Wealth bought 26,659 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $170K.
  • BNY Mellon Strategic Municipals made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #659 holding.
  • Evolve Private Wealth first reported a position in BNY Mellon Strategic Municipals in Q4 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.