KWA
LEO

Kingswood Wealth Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-33,530
Closed -$203K – 783
2024
Q4 		$203K Buy
+33,530
New +$212K 0.02% 734
2024
Q3 		– Sell
-25,530
Closed -$156K – 715
2024
Q2 		$156K Buy
+25,530
New +$153K 0.01% 638
2024
Q1 		– Sell
-25,530
Closed -$150K – 662
2023
Q4 		$150K Buy
25,530
+13,530
+113% +$74.4K 0.02% 598
2023
Q3 		$63.6K Hold
12,000
– – 0.01% 406
2023
Q2 		$74.6K Buy
+12,000
New +$73.9K 0.02% 264

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingswood Wealth Advisors's LEO Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2025, closing a stake of 33,530 shares — an estimated $203K sold.

Kingswood Wealth Advisors first reported a position in LEO in Q2 2023 and held it in 5 quarters. The position peaked at $203K in Q4 2024. 88 funds tracked by Wall St. Rank hold LEO as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 33,530 BNY Mellon Strategic Municipals shares in Q1 2025, an estimated $203K.
  • Kingswood Wealth Advisors first reported a position in BNY Mellon Strategic Municipals in Q2 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's BNY Mellon Strategic Municipals position peaked at $203K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.