ICMP
LEO

Integrated Capital Management (Pennsylvania)’s BNY Mellon Strategic Municipals LEO Stock Holding History

Integrated Capital Management (Pennsylvania)’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 		$224K Sell
34,638
-8,745
-20% -$55.7K 0.16% 43
2026
Q1 		$273K Sell
43,383
-1,762
-4% -$11.3K 0.18% 38
2025
Q4 		$287K Buy
45,145
+1,276
+3% +$8.01K 0.19% 36
2025
Q3 		$274K Buy
43,869
+564
+1% +$3.36K 0.19% 38
2025
Q2 		$256K Buy
43,305
+6,630
+18% +$38.8K 0.2% 46
2025
Q1 		$224K Buy
36,675
+4,723
+15% +$29.2K 0.18% 46
2024
Q4 		$193K Buy
31,952
+17
+0.1% +$107 0.15% 60
2024
Q3 		$208K Sell
31,935
-775
-2% -$4.91K 0.16% 52
2024
Q2 		$200K Buy
32,710
+4,709
+17% +$28.2K 0.16% 53
2024
Q1 		$171K Buy
28,001
+906
+3% +$5.42K 0.14% 58
2023
Q4 		$159K Buy
27,095
+346
+1% +$1.9K 0.13% 67
2023
Q3 		$143K Buy
26,749
+1,693
+7% +$9.88K 0.13% 61
2023
Q2 		$156K Buy
25,056
+204
+0.8% +$1.26K 0.14% 55
2023
Q1 		$149K Buy
24,852
+1,353
+6% +$8.54K 0.14% 55
2022
Q4 		$144K Sell
23,499
-1,036
-4% -$6.34K 0.13% 62
2022
Q3 		$149K Sell
24,535
-453
-2% -$3.03K 0.15% 54
2022
Q2 		$164K Buy
24,988
+1,218
+5% +$8.26K 0.15% 48
2022
Q1 		$171K Buy
+23,770
New +$182K 0.14% 47

Other funds holding LEO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TCM
Traub Capital Management Needham, Massachusetts $112M AUM 26.53% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Integrated Capital Management (Pennsylvania)'s LEO Position: Q2 2026 in Review

Integrated Capital Management (Pennsylvania) reduced its BNY Mellon Strategic Municipals (LEO) stake by 20% in Q2 2026, selling an estimated $55.7K and leaving 34,638 shares worth $224K. The position accounts for 0.16% of the portfolio, ranked #43.

Integrated Capital Management (Pennsylvania) first reported a position in LEO in Q1 2022 and has held it in 18 quarters since. The position peaked at $287K in Q4 2025. 29 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Integrated Capital Management (Pennsylvania) held 34,638 shares of BNY Mellon Strategic Municipals worth $224K as of Q2 2026.
  • Integrated Capital Management (Pennsylvania) sold 8,745 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $55.7K.
  • BNY Mellon Strategic Municipals made up 0.16% of Integrated Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #43 holding.
  • Integrated Capital Management (Pennsylvania) first reported a position in BNY Mellon Strategic Municipals in Q1 2022 and has held it in 18 quarters since.
  • Integrated Capital Management (Pennsylvania)'s BNY Mellon Strategic Municipals position peaked at $287K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 7 Jul 2026.