MWM
LEO

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

Melfa 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
2026
Q2 		$390K Buy
60,335
+12
+0% +$76 0.21% 96
2026
Q1 		$379K Buy
60,323
+25
+0% +$160 0.22% 99
2025
Q4 		$383K Hold
60,298
– – 0.22% 106
2025
Q3 		$377K Hold
60,298
– – 0.22% 107
2025
Q2 		$357K Hold
60,298
– – 0.23% 107
2025
Q1 		$369K Hold
60,298
– – 0.25% 99
2024
Q4 		$364K Buy
60,298
+3,000
+5% +$18.9K 0.24% 100
2024
Q3 		$373K Hold
57,298
– – 0.25% 104
2024
Q2 		$351K Buy
57,298
+51
+0.1% +$305 0.25% 102
2024
Q1 		$349K Sell
57,247
-3,124
-5% -$18.7K 0.25% 99
2023
Q4 		$354K Buy
60,371
+10,751
+22% +$59.1K 0.33% 74
2023
Q3 		$264K Sell
49,620
-2,090
-4% -$12.2K 0.29% 81
2023
Q2 		$322K Buy
51,710
+13,548
+36% +$83.4K 0.33% 76
2023
Q1 		$238K Buy
38,162
+15,408
+68% +$97.3K 0.24% 98
2022
Q4 		$139K Buy
+22,754
New +$139K 0.15% 117

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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

Melfa Wealth Management's LEO Position: Q2 2026 in Review

Melfa Wealth Management increased its BNY Mellon Strategic Municipals (LEO) stake by 0.02% in Q2 2026, buying an estimated $76 and bringing the position to 60,335 shares worth $390K. The position accounts for 0.21% of the portfolio, ranked #96.

Melfa Wealth Management first reported a position in LEO in Q4 2022 and has held it in 15 quarters since. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Melfa Wealth Management held 60,335 shares of BNY Mellon Strategic Municipals worth $390K as of Q2 2026.
  • Melfa Wealth Management bought 12 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $76.
  • BNY Mellon Strategic Municipals made up 0.21% of Melfa Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Melfa Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q4 2022 and has held it in 15 quarters since.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.