Fort Point Capital Partners’s BNY Mellon Strategic Municipals LEO Stock Holding History

Fort Point Capital Partners’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 Q1	$68.5K	Hold	10,885	–	–	0.01%	225
2025 Q4	$70.2K	Hold	10,885	–	–	0.01%	228
2025 Q3	$68.3K	Buy	+10,885	New	+$64.9K	0.01%	212
2024 Q3	–	Sell	-65,976	Closed	-$404K	–	312
2024 Q2	$404K	Buy	65,976 +1,050	+2%	+$6.29K	0.05%	218
2024 Q1	$396K	Sell	64,926 -11,085	-15%	-$66.3K	0.05%	218
2023 Q4	$445K	Buy	+76,011	New	+$418K	0.07%	188

Other funds holding LEO

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return