KPWS
LEO

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

Kestra Private Wealth 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
2025
Q4 		– Sell
-11,100
Closed -$69.4K – 1776
2025
Q3 		$69.4K Hold
11,100
– – ﹤0.01% 1621
2025
Q2 		$65.7K Hold
11,100
– – ﹤0.01% 1570
2025
Q1 		$67.9K Hold
11,100
– – ﹤0.01% 1467
2024
Q4 		$67K Hold
11,100
– – ﹤0.01% 1380
2024
Q3 		$72.3K Hold
11,100
– – ﹤0.01% 1323
2024
Q2 		$67.9K Hold
11,100
– – ﹤0.01% 1301
2024
Q1 		$67.7K Hold
11,100
– – ﹤0.01% 1255
2023
Q4 		$65K Hold
11,100
– – ﹤0.01% 1159
2023
Q3 		$59.2K Hold
11,100
– – ﹤0.01% 1111
2023
Q2 		$69K Hold
11,100
– – ﹤0.01% 1027
2023
Q1 		$69.3K Hold
11,100
– – ﹤0.01% 999
2022
Q4 		$67.8K Sell
11,100
-750
-6% -$4.59K ﹤0.01% 866
2022
Q3 		$72K Hold
11,850
– – ﹤0.01% 847
2022
Q2 		$78K Hold
11,850
– – ﹤0.01% 864
2022
Q1 		$85K Hold
11,850
– – ﹤0.01% 942
2021
Q4 		$100K Sell
11,850
-1,092
-8% -$9.25K ﹤0.01% 959
2021
Q3 		$113K Buy
12,942
+12
+0.1% +$110 0.01% 897
2021
Q2 		$116K Buy
+12,930
New +$114K 0.01% 851

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Private Wealth Services's LEO Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2025, closing a stake of 11,100 shares — an estimated $69.4K sold.

Kestra Private Wealth Services first reported a position in LEO in Q2 2021 and held it in 18 quarters. The position peaked at $116K in Q2 2021. 102 funds tracked by Wall St. Rank hold LEO as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining BNY Mellon Strategic Municipals position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,100 BNY Mellon Strategic Municipals shares in Q4 2025, an estimated $69.4K.
  • Kestra Private Wealth Services first reported a position in BNY Mellon Strategic Municipals in Q2 2021 and held it in 18 quarters.
  • Kestra Private Wealth Services's BNY Mellon Strategic Municipals position peaked at $116K in Q2 2021.
  • 102 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.