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BFC Planning, Inc.’s BNY Mellon Strategic Municipals LEO Stock Holding History

BFC Planning, Inc.’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 		– Sell
-4,732
Closed -$30.6K – 3551
2026
Q2 		$30.6K Buy
+4,732
New +$30.2K ﹤0.01% 1797

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VanEck Associates
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ACM
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Gridiron Partners
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Capital Investment Advisors
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BFC Planning, Inc.'s LEO Position: Q3 2026 in Review

BFC Planning, Inc. sold out of BNY Mellon Strategic Municipals (LEO) in Q3 2026, closing a stake of 4,732 shares — an estimated $30.6K sold.

BFC Planning, Inc. first reported a position in LEO in Q2 2026 and held it in 1 quarter. The position peaked at $30.6K in Q2 2026. 76 funds tracked by Wall St. Rank hold LEO as of Q3 2026.

  • BFC Planning, Inc. reported no remaining BNY Mellon Strategic Municipals position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 4,732 BNY Mellon Strategic Municipals shares in Q3 2026, an estimated $30.6K.
  • BFC Planning, Inc. first reported a position in BNY Mellon Strategic Municipals in Q2 2026 and held it in 1 quarter.
  • BFC Planning, Inc.'s BNY Mellon Strategic Municipals position peaked at $30.6K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.