LB
LEO

Leo Brokerage’s BNY Mellon Strategic Municipals LEO Stock Holding History

Leo Brokerage’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
2023
Q2 		– Sell
-13,495
Closed -$84.2K – 314
2023
Q1 		$84.2K Buy
+13,495
New +$85.2K 0.01% 288
2022
Q2 		$1.87M Buy
+283,651
New +$1.92M 0.5% 44

Other funds holding LEO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leo Brokerage's LEO Position: Q2 2023 in Review

Leo Brokerage sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2023, closing a stake of 13,495 shares — an estimated $84.2K sold.

Leo Brokerage first reported a position in LEO in Q2 2022 and held it in 2 quarters. The position peaked at $1.87M in Q2 2022. 77 funds tracked by Wall St. Rank hold LEO as of Q2 2023.

  • Leo Brokerage reported no remaining BNY Mellon Strategic Municipals position as of Q2 2023 after selling out during the quarter.
  • Leo Brokerage sold 13,495 BNY Mellon Strategic Municipals shares in Q2 2023, an estimated $84.2K.
  • Leo Brokerage first reported a position in BNY Mellon Strategic Municipals in Q2 2022 and held it in 2 quarters.
  • Leo Brokerage's BNY Mellon Strategic Municipals position peaked at $1.87M in Q2 2022.
  • 77 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.