MWM
LEO

Mascoma Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Mascoma Wealth Management’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
-557
Closed -$3.48K – 510
2025
Q3 		$3.48K Hold
557
– – ﹤0.01% 402
2025
Q2 		$3.3K Hold
557
– – ﹤0.01% 413
2025
Q1 		$3.41K Hold
557
– – ﹤0.01% 431
2024
Q4 		$3.36K Hold
557
– – ﹤0.01% 439
2024
Q3 		$3.63K Hold
557
– – ﹤0.01% 409
2024
Q2 		$3.41K Hold
557
– – ﹤0.01% 439
2024
Q1 		$3.4K Hold
557
– – ﹤0.01% 413
2023
Q4 		$3.26K Hold
557
– – ﹤0.01% 424
2023
Q3 		$2.97K Hold
557
– – ﹤0.01% 443
2023
Q2 		$3.29K Hold
557
– – ﹤0.01% 427
2023
Q1 		$3.52K Hold
557
– – ﹤0.01% 515
2022
Q4 		$3.4K Hold
557
– – ﹤0.01% 532
2022
Q3 		$3K Hold
557
– – ﹤0.01% 535
2022
Q2 		$4K Buy
+557
New +$3.78K ﹤0.01% 521

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

Mascoma Wealth Management's LEO Position: Q4 2025 in Review

Mascoma Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2025, closing a stake of 557 shares — an estimated $3.48K sold.

Mascoma Wealth Management first reported a position in LEO in Q2 2022 and held it in 14 quarters. The position peaked at $4K in Q2 2022. 102 funds tracked by Wall St. Rank hold LEO as of Q4 2025.

  • Mascoma Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 557 BNY Mellon Strategic Municipals shares in Q4 2025, an estimated $3.48K.
  • Mascoma Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q2 2022 and held it in 14 quarters.
  • Mascoma Wealth Management's BNY Mellon Strategic Municipals position peaked at $4K in Q2 2022.
  • 102 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.