IAA
LEO

Independent Advisor Alliance’s BNY Mellon Strategic Municipals LEO Stock Holding History

Independent Advisor Alliance’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
Q1 		$130K Buy
+20,674
New +$132K ﹤0.01% 1529
2025
Q1 		– Sell
-21,023
Closed -$127K – 1140
2024
Q4 		$127K Buy
+21,023
New +$133K ﹤0.01% 1318

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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Independent Advisor Alliance's LEO Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in BNY Mellon Strategic Municipals (LEO) in Q1 2026: 20,674 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #1529 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in LEO as recently as Q4 2024.

Independent Advisor Alliance first reported a position in LEO in Q4 2024 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Independent Advisor Alliance held 20,674 shares of BNY Mellon Strategic Municipals worth $130K as of Q1 2026.
  • BNY Mellon Strategic Municipals was a new Independent Advisor Alliance position in Q1 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1529 holding.
  • Independent Advisor Alliance first reported a position in BNY Mellon Strategic Municipals in Q4 2024 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.