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 $3.9B AUM 12.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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.