MFG
LEO

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% +$9.76K ﹤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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
TCM
Thoma Capital Management Towson, Maryland $188M AUM 21.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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 $9.76K 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. 13 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 $9.76K.
  • 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.
  • 13 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.