FNY Investment Advisers’s BNY Mellon Strategic Municipals LEO Stock Holding History

FNY Investment Advisers’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
2025 Q4	–	Sell	-1,000	Closed	-$6K	–	1202
2025 Q3	$6K	Buy	+1,000	New	+$5.96K	﹤0.01%	880
2024 Q4	–	Sell	-1,000	Closed	-$6K	–	799
2024 Q3	$6K	Buy	+1,000	New	+$6.33K	﹤0.01%	538
2024 Q2	–	Sell	-1,000	Closed	-$6K	–	630
2024 Q1	$6K	Buy	+1,000	New	+$5.98K	﹤0.01%	500
2020 Q2	–	Sell	-7,795	Closed	-$58K	–	502
2020 Q1	$58K	Buy	+7,795	New	+$65.1K	0.04%	217

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FNY Investment Advisers's LEO Position: Q4 2025 in Review

FNY Investment Advisers sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2025, closing a stake of 1,000 shares — an estimated $6K sold.

FNY Investment Advisers first reported a position in LEO in Q1 2020 and held it in 4 quarters. The position peaked at $58K in Q1 2020. 102 funds tracked by Wall St. Rank hold LEO as of Q4 2025.

FNY Investment Advisers reported no remaining BNY Mellon Strategic Municipals position as of Q4 2025 after selling out during the quarter.
FNY Investment Advisers sold 1,000 BNY Mellon Strategic Municipals shares in Q4 2025, an estimated $6K.
FNY Investment Advisers first reported a position in BNY Mellon Strategic Municipals in Q1 2020 and held it in 4 quarters.
FNY Investment Advisers's BNY Mellon Strategic Municipals position peaked at $58K in Q1 2020.
102 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2025.

Based on FNY Investment Advisers's 13F filing for Q4 2025, filed 16 Jan 2026.