FAIM
LEO

Financial Advocates Investment Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Financial Advocates Investment 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
2023
Q2 		– Sell
-40,034
Closed -$250K – 742
2023
Q1 		$250K Buy
40,034
+2,711
+7% +$17.1K 0.02% 614
2022
Q4 		$228K Sell
37,323
-48
-0.1% -$294 0.02% 638
2022
Q3 		$227K Buy
+37,371
New +$250K 0.02% 627

Other funds holding LEO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Advocates Investment Management's LEO Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2023, closing a stake of 40,034 shares — an estimated $250K sold.

Financial Advocates Investment Management first reported a position in LEO in Q3 2022 and held it in 3 quarters. The position peaked at $250K in Q1 2023. 77 funds tracked by Wall St. Rank hold LEO as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining BNY Mellon Strategic Municipals position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 40,034 BNY Mellon Strategic Municipals shares in Q2 2023, an estimated $250K.
  • Financial Advocates Investment Management first reported a position in BNY Mellon Strategic Municipals in Q3 2022 and held it in 3 quarters.
  • Financial Advocates Investment Management's BNY Mellon Strategic Municipals position peaked at $250K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.