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 Q3	$155K	Buy	27,881 +5	+0%	+$31	0.06%	232
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

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $195M AUM 10.53% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

ACM

Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Fortitude Advisory Group's LEO Position: Q3 2026 in Review

Fortitude Advisory Group increased its BNY Mellon Strategic Municipals (LEO) stake by 0.02% in Q3 2026, buying an estimated $31 and bringing the position to 27,881 shares worth $155K. The position accounts for 0.06% of the portfolio, ranked #232.

Fortitude Advisory Group first reported a position in LEO in Q4 2021 and has held it in 20 quarters since. The position peaked at $228K in Q4 2021. 65 funds tracked by Wall St. Rank hold LEO as of Q3 2026.

Fortitude Advisory Group held 27,881 shares of BNY Mellon Strategic Municipals worth $155K as of Q3 2026.
Fortitude Advisory Group bought 5 BNY Mellon Strategic Municipals shares in Q3 2026, an estimated $31.
BNY Mellon Strategic Municipals made up 0.06% of Fortitude Advisory Group's portfolio in Q3 2026, its #232 holding.
Fortitude Advisory Group first reported a position in BNY Mellon Strategic Municipals in Q4 2021 and has held it in 20 quarters since.
Fortitude Advisory Group's BNY Mellon Strategic Municipals position peaked at $228K in Q4 2021.
65 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.