IA
LEO

IFP Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

IFP Advisors’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
2025
Q2 		– Sell
-562
Closed -$3.44K – 4977
2025
Q1 		$3.44K Hold
562
– – ﹤0.01% 2972
2024
Q4 		$3.39K Hold
562
– – ﹤0.01% 2928
2024
Q3 		$3.66K Buy
+562
New +$3.56K ﹤0.01% 2771
2022
Q4 		– Sell
-4,555
Closed -$38K – 4729
2022
Q3 		$38K Hold
4,555
– – ﹤0.01% 2587
2022
Q2 		$38K Hold
4,555
– – ﹤0.01% 2354
2022
Q1 		$38K Buy
+4,555
New +$34.8K ﹤0.01% 2354
2017
Q4 		– Sell
-2,910
Closed -$26K – 3969
2017
Q3 		$26K Sell
2,910
-3,230
-53% -$29K ﹤0.01% 2432
2017
Q2 		$55K Buy
6,140
+4,940
+412% +$43.5K ﹤0.01% 1904
2017
Q1 		$10K Hold
1,200
– – ﹤0.01% 2918
2016
Q4 		$10K Sell
1,200
-500
-29% -$4.29K ﹤0.01% 2905
2016
Q3 		$16K Hold
1,700
– – ﹤0.01% 2541
2016
Q2 		$16K Buy
+1,700
New +$15.6K ﹤0.01% 2488
2016
Q1 		– Sell
-500
Closed -$4K – 2938
2015
Q4 		$4K Buy
+500
New +$4.17K ﹤0.01% 3080

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

IFP Advisors's LEO Position: Q2 2025 in Review

IFP Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2025, closing a stake of 562 shares — an estimated $3.44K sold.

IFP Advisors first reported a position in LEO in Q4 2015 and held it in 13 quarters. The position peaked at $55K in Q2 2017. 97 funds tracked by Wall St. Rank hold LEO as of Q2 2025.

  • IFP Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 562 BNY Mellon Strategic Municipals shares in Q2 2025, an estimated $3.44K.
  • IFP Advisors first reported a position in BNY Mellon Strategic Municipals in Q4 2015 and held it in 13 quarters.
  • IFP Advisors's BNY Mellon Strategic Municipals position peaked at $55K in Q2 2017.
  • 97 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.