Kestra Advisory Services
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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
Q2 		$76.5K Buy
+11,842
New +$75.5K ﹤0.01% 3199
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% +$5.94K ﹤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

Saba Capital Management
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
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bulldog Investors
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Advisors Asset Management
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
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Kestra Advisory Services's LEO Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in BNY Mellon Strategic Municipals (LEO) in Q2 2026: 11,842 shares worth $76.5K. The stake represents ﹤0.01% of the portfolio and ranks #3199 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in LEO as recently as Q4 2025.

Kestra Advisory Services first reported a position in LEO in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.21M in Q4 2020. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Kestra Advisory Services held 11,842 shares of BNY Mellon Strategic Municipals worth $76.5K as of Q2 2026.
  • BNY Mellon Strategic Municipals was a new Kestra Advisory Services position in Q2 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3199 holding.
  • Kestra Advisory Services first reported a position in BNY Mellon Strategic Municipals in Q3 2020 and has held it in 15 quarters since.
  • Kestra Advisory Services's BNY Mellon Strategic Municipals position peaked at $1.21M in Q4 2020.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.