GWSG
LEO

GPS Wealth Strategies Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

GPS Wealth Strategies 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
2023
Q2 		– Sell
-5,623
Closed -$35.1K – 1282
2023
Q1 		$35.1K Buy
+5,623
New +$35.5K 0.01% 557
2022
Q4 		– Sell
-5,623
Closed -$34K – 662
2022
Q3 		$34K Hold
5,623
– – 0.01% 503
2022
Q2 		$37K Buy
+5,623
New +$38.1K 0.01% 499

Other funds holding LEO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GPS Wealth Strategies Group's LEO Position: Q2 2023 in Review

GPS Wealth Strategies Group sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2023, closing a stake of 5,623 shares — an estimated $35.1K sold.

GPS Wealth Strategies Group first reported a position in LEO in Q2 2022 and held it in 3 quarters. The position peaked at $37K in Q2 2022. 77 funds tracked by Wall St. Rank hold LEO as of Q2 2023.

  • GPS Wealth Strategies Group reported no remaining BNY Mellon Strategic Municipals position as of Q2 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 5,623 BNY Mellon Strategic Municipals shares in Q2 2023, an estimated $35.1K.
  • GPS Wealth Strategies Group first reported a position in BNY Mellon Strategic Municipals in Q2 2022 and held it in 3 quarters.
  • GPS Wealth Strategies Group's BNY Mellon Strategic Municipals position peaked at $37K in Q2 2022.
  • 77 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2023, filed 17 Jul 2023.