Merit Financial Group
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Merit Financial Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Merit Financial Group’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 		$201K Buy
31,057
+1,531
+5% +$9.8K ﹤0.01% 2123
2026
Q1 		$186K Buy
29,526
+2,517
+9% +$16.1K ﹤0.01% 1949
2025
Q4 		$172K Buy
27,009
+394
+1% +$2.47K ﹤0.01% 1842
2025
Q3 		$166K Sell
26,615
-1,080
-4% -$6.44K ﹤0.01% 1702
2025
Q2 		$164K Buy
27,695
+1,562
+6% +$9.14K ﹤0.01% 1591
2025
Q1 		$160K Buy
+26,133
New +$161K ﹤0.01% 1326
2024
Q2 		– Sell
-11,614
Closed -$69.9K – 932
2024
Q1 		$69.9K Sell
11,614
-22,022
-65% -$132K ﹤0.01% 848
2023
Q4 		$197K Sell
33,636
-2,734
-8% -$15K 0.01% 736
2023
Q3 		$194K Buy
36,370
+177
+0.5% +$1.03K 0.01% 699
2023
Q2 		$225K Buy
+36,193
New +$223K 0.01% 668

Other funds holding LEO

Saba Capital Management
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
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bulldog Investors
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Advisors Asset Management
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
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Merit Financial Group's LEO Position: Q2 2026 in Review

Merit Financial Group increased its BNY Mellon Strategic Municipals (LEO) stake by 5.2% in Q2 2026, buying an estimated $9.8K and bringing the position to 31,057 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Merit Financial Group first reported a position in LEO in Q2 2023 and has held it in 10 quarters since. The position peaked at $225K in Q2 2023. 102 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Merit Financial Group held 31,057 shares of BNY Mellon Strategic Municipals worth $201K as of Q2 2026.
  • Merit Financial Group bought 1,531 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $9.8K.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2123 holding.
  • Merit Financial Group first reported a position in BNY Mellon Strategic Municipals in Q2 2023 and has held it in 10 quarters since.
  • Merit Financial Group's BNY Mellon Strategic Municipals position peaked at $225K in Q2 2023.
  • 102 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.