KAS
LEO

Kestra Advisory Services’s BNY Mellon Strategic Municipals LEO Stock Holding History

Kestra Advisory Services’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 		– Sell
-3,700
Closed -$23.5K – 3830
2025
Q4 		$23.5K Buy
+3,700
New +$23.2K ﹤0.01% 4418
2025
Q1 		– Sell
-13,055
Closed -$78.9K – 2839
2024
Q4 		$78.9K Sell
13,055
-5,203
-28% -$32.8K ﹤0.01% 2585
2024
Q3 		$119K Sell
18,258
-1,894
-9% -$12K ﹤0.01% 2447
2024
Q2 		$123K Buy
+20,152
New +$121K ﹤0.01% 2495
2023
Q2 		– Sell
-18,522
Closed -$116K – 2154
2023
Q1 		$116K Buy
18,522
+137
+0.7% +$865 ﹤0.01% 1943
2022
Q4 		$112K Sell
18,385
-6,103
-25% -$37.3K ﹤0.01% 2130
2022
Q3 		$149K Buy
24,488
+6,980
+40% +$46.7K ﹤0.01% 1924
2022
Q2 		$115K Buy
17,508
+877
+5% +$5.95K ﹤0.01% 1977
2022
Q1 		$120K Buy
16,631
+6,409
+63% +$49K ﹤0.01% 1919
2021
Q4 		$87K Sell
10,222
-99,927
-91% -$847K ﹤0.01% 1950
2021
Q3 		$958K Buy
110,149
+100,071
+993% +$915K 0.01% 1044
2021
Q2 		$90K Buy
+10,078
New +$88.8K ﹤0.01% 1960
2021
Q1 		– Sell
-143,828
Closed -$1.21M – 1962
2020
Q4 		$1.21M Buy
143,828
+132,472
+1,167% +$1.1M 0.01% 775
2020
Q3 		$94K Buy
+11,356
New +$93.8K ﹤0.01% 1367

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

Kestra Advisory Services's LEO Position: Q1 2026 in Review

Kestra Advisory Services sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2026, closing a stake of 3,700 shares — an estimated $23.5K sold.

Kestra Advisory Services first reported a position in LEO in Q3 2020 and held it in 14 quarters. The position peaked at $1.21M in Q4 2020. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Kestra Advisory Services reported no remaining BNY Mellon Strategic Municipals position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,700 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $23.5K.
  • Kestra Advisory Services first reported a position in BNY Mellon Strategic Municipals in Q3 2020 and held it in 14 quarters.
  • Kestra Advisory Services's BNY Mellon Strategic Municipals position peaked at $1.21M in Q4 2020.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.