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LEO

NewEdge Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

NewEdge Advisors’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
Q1 		$79.1K Buy
12,572
+4
+0% +$26 ﹤0.01% 2816
2025
Q4 		$79.9K Buy
12,568
+14
+0.1% +$88 ﹤0.01% 2826
2025
Q3 		$78.5K Buy
12,554
+7
+0.1% +$42 ﹤0.01% 2685
2025
Q2 		$74.3K Sell
12,547
-2,190
-15% -$12.8K ﹤0.01% 2533
2025
Q1 		$90.2K Buy
14,737
+9
+0.1% +$56 ﹤0.01% 2328
2024
Q4 		$89K Sell
14,728
-89
-0.6% -$561 ﹤0.01% 2314
2024
Q3 		$96.5K Buy
14,817
+6
+0% +$38 ﹤0.01% 2204
2024
Q2 		$90.6K Buy
14,811
+2,608
+21% +$15.6K ﹤0.01% 2154
2024
Q1 		$74.4K Sell
12,203
-897
-7% -$5.36K ﹤0.01% 2163
2023
Q4 		$76.8K Hold
13,100
– – ﹤0.01% 2053
2023
Q3 		$69.8K Sell
13,100
-3,100
-19% -$18.1K ﹤0.01% 1980
2023
Q2 		$101K Hold
16,200
– – ﹤0.01% 1851
2023
Q1 		$100K Buy
16,200
+700
+5% +$4.42K ﹤0.01% 1753
2022
Q4 		$94.7K Hold
15,500
– – ﹤0.01% 1464
2022
Q3 		$94K Sell
15,500
-500
-3% -$3.34K ﹤0.01% 1457
2022
Q2 		$105K Sell
16,000
-1,800
-10% -$12.2K ﹤0.01% 1474
2022
Q1 		$128K Sell
17,800
-800
-4% -$6.12K ﹤0.01% 1068
2021
Q4 		$158K Buy
+18,600
New +$158K ﹤0.01% 1549

Other funds holding LEO

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return