Fortitude Advisory Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Fortitude Advisory Group’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	$180K	Hold	27,876	–	–	0.07%	223
2026 Q1	$175K	Hold	27,876	–	–	0.08%	206
2025 Q4	$177K	Hold	27,876	–	–	0.08%	199
2025 Q3	$174K	Hold	27,876	–	–	0.09%	200
2025 Q2	$165K	Hold	27,876	–	–	0.09%	200
2025 Q1	$161K	Hold	27,876	–	–	0.12%	183
2024 Q4	$168K	Hold	27,876	–	–	0.1%	186
2024 Q3	$181K	Hold	27,876	–	–	0.11%	193
2024 Q2	$171K	Hold	27,876	–	–	0.1%	185
2024 Q1	$170K	Buy	27,876 +1,000	+4%	+$5.98K	0.1%	201
2023 Q4	$157K	Hold	26,876	–	–	0.1%	207
2023 Q3	$143K	Hold	26,876	–	–	0.1%	192
2023 Q2	$167K	Hold	26,876	–	–	0.12%	192
2023 Q1	$168K	Hold	26,876	–	–	0.13%	199
2022 Q4	$164K	Hold	26,876	–	–	0.14%	193
2022 Q3	$163K	Hold	26,876	–	–	0.15%	178
2022 Q2	$177K	Hold	26,876	–	–	0.16%	180
2022 Q1	$193K	Hold	26,876	–	–	0.1%	201
2021 Q4	$228K	Buy	+26,876	New	+$228K	0.11%	180

Other funds holding LEO

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

TCM

Traub Capital Management Needham, Massachusetts $112M AUM 26.53% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fortitude Advisory Group's LEO Position: Q2 2026 in Review

Fortitude Advisory Group held its BNY Mellon Strategic Municipals (LEO) position steady in Q2 2026 at 27,876 shares worth $180K. The position accounts for 0.07% of the portfolio, ranked #223.

Fortitude Advisory Group first reported a position in LEO in Q4 2021 and has held it in 19 quarters since. The position peaked at $228K in Q4 2021. 27 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

Fortitude Advisory Group held 27,876 shares of BNY Mellon Strategic Municipals worth $180K as of Q2 2026.
Fortitude Advisory Group left its BNY Mellon Strategic Municipals share count unchanged in Q2 2026.
BNY Mellon Strategic Municipals made up 0.07% of Fortitude Advisory Group's portfolio in Q2 2026, its #223 holding.
Fortitude Advisory Group first reported a position in BNY Mellon Strategic Municipals in Q4 2021 and has held it in 19 quarters since.
Fortitude Advisory Group's BNY Mellon Strategic Municipals position peaked at $228K in Q4 2021.
27 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.