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
Q2 		– Sell
-20,674
Closed -$130K – 1413
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 $3.9B 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

Independent Advisor Alliance's LEO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2026, closing a stake of 20,674 shares — an estimated $130K sold.

Independent Advisor Alliance first reported a position in LEO in Q4 2024 and held it in 2 quarters. The position peaked at $130K in Q1 2026. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Independent Advisor Alliance reported no remaining BNY Mellon Strategic Municipals position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 20,674 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $130K.
  • Independent Advisor Alliance first reported a position in BNY Mellon Strategic Municipals in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's BNY Mellon Strategic Municipals position peaked at $130K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.