GRP
LEO

Global Retirement Partners’s BNY Mellon Strategic Municipals LEO Stock Holding History

Global Retirement 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
Q2 		$32.3K Buy
+5,000
New +$31.9K ﹤0.01% 2786
2025
Q4 		$31.8K Hold
5,000
– – ﹤0.01% 2632
2025
Q3 		$31.3K Hold
5,000
– – ﹤0.01% 2160
2025
Q2 		$29.6K Buy
+5,000
New +$29.3K ﹤0.01% 2064
2024
Q4 		$30.2K Hold
5,000
– – ﹤0.01% 1861
2024
Q3 		$32.5K Hold
5,000
– – ﹤0.01% 1756
2024
Q2 		$30.6K Buy
+5,000
New +$29.9K ﹤0.01% 1783

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
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

Global Retirement Partners's LEO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BNY Mellon Strategic Municipals (LEO) in Q2 2026: 5,000 shares worth $32.3K. The stake represents ﹤0.01% of the portfolio and ranks #2786 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LEO as recently as Q4 2025.

Global Retirement Partners first reported a position in LEO in Q2 2024 and has held it in 7 quarters since. The position peaked at $32.5K in Q3 2024. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Global Retirement Partners held 5,000 shares of BNY Mellon Strategic Municipals worth $32.3K as of Q2 2026.
  • BNY Mellon Strategic Municipals was a new Global Retirement Partners position in Q2 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2786 holding.
  • Global Retirement Partners first reported a position in BNY Mellon Strategic Municipals in Q2 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's BNY Mellon Strategic Municipals position peaked at $32.5K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.