HWAM
LEO

Hennion & Walsh Asset Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Hennion & Walsh Asset Management’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 		$10.9M Buy
1,683,135
+884,861
+111% +$5.64M 0.31% 62
2026
Q1 		$5.02M Buy
798,274
+404,594
+103% +$2.59M 0.17% 149
2025
Q4 		$2.5M Sell
393,680
-383,060
-49% -$2.4M 0.09% 302
2025
Q3 		$4.85M Sell
776,740
-544,356
-41% -$3.24M 0.18% 140
2025
Q2 		$7.82M Sell
1,321,096
-112,382
-8% -$658K 0.32% 56
2025
Q1 		$8.77M Sell
1,433,478
-11,810
-0.8% -$73K 0.39% 39
2024
Q4 		$8.73M Sell
1,445,288
-10,447
-0.7% -$65.9K 0.4% 44
2024
Q3 		$9.48M Sell
1,455,735
-9,733
-0.7% -$61.7K 0.44% 35
2024
Q2 		$8.97M Buy
1,465,468
+110,623
+8% +$663K 0.46% 33
2024
Q1 		$8.26M Buy
1,354,845
+358,813
+36% +$2.15M 0.44% 33
2023
Q4 		$5.84M Buy
996,032
+567,359
+132% +$3.12M 0.33% 59
2023
Q3 		$2.28M Buy
+428,673
New +$2.5M 0.15% 191
2022
Q3 		– Sell
-56,759
Closed -$373K – 789
2022
Q2 		$373K Sell
56,759
-492,153
-90% -$3.34M 0.02% 557
2022
Q1 		$3.95M Sell
548,912
-67,491
-11% -$516K 0.21% 132
2021
Q4 		$5.22M Sell
616,403
-1,954
-0.3% -$16.6K 0.26% 105
2021
Q3 		$5.38M Sell
618,357
-149,844
-20% -$1.37M 0.28% 91
2021
Q2 		$6.89M Sell
768,201
-67,020
-8% -$591K 0.37% 62
2021
Q1 		$7.13M Buy
+835,221
New +$7.08M 0.43% 46

Other funds holding LEO

PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hennion & Walsh Asset Management's LEO Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its BNY Mellon Strategic Municipals (LEO) stake by 111% in Q2 2026, buying an estimated $5.64M and bringing the position to 1,683,135 shares worth $10.9M. The position accounts for 0.31% of the portfolio, ranked #62.

Hennion & Walsh Asset Management first reported a position in LEO in Q1 2021 and has held it in 18 quarters since. 13 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Hennion & Walsh Asset Management held 1,683,135 shares of BNY Mellon Strategic Municipals worth $10.9M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 884,861 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $5.64M.
  • BNY Mellon Strategic Municipals made up 0.31% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #62 holding.
  • Hennion & Walsh Asset Management first reported a position in BNY Mellon Strategic Municipals in Q1 2021 and has held it in 18 quarters since.
  • 13 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.