NWMP
LEO

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

Noble Wealth Management PBC’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 		$148K Hold
22,956
– – 0.07% 181
2026
Q1 		$144K Sell
22,956
-15,740
-41% -$101K 0.07% 168
2025
Q4 		$246K Sell
38,696
-1,080
-3% -$6.78K 0.12% 132
2025
Q3 		$249K Buy
+39,776
New +$237K 0.13% 123
2025
Q1 		$584K Sell
95,396
-3,800
-4% -$23.5K 0.4% 73
2024
Q4 		$599K Buy
+99,196
New +$626K 0.42% 70

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
TCM
Traub Capital Management Needham, Massachusetts $112M AUM 26.53% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Noble Wealth Management PBC's LEO Position: Q2 2026 in Review

Noble Wealth Management PBC held its BNY Mellon Strategic Municipals (LEO) position steady in Q2 2026 at 22,956 shares worth $148K. The position accounts for 0.07% of the portfolio, ranked #181.

Noble Wealth Management PBC first reported a position in LEO in Q4 2024 and has held it in 6 quarters since. The position peaked at $599K in Q4 2024. 26 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Noble Wealth Management PBC held 22,956 shares of BNY Mellon Strategic Municipals worth $148K as of Q2 2026.
  • Noble Wealth Management PBC left its BNY Mellon Strategic Municipals share count unchanged in Q2 2026.
  • BNY Mellon Strategic Municipals made up 0.07% of Noble Wealth Management PBC's portfolio in Q2 2026, its #181 holding.
  • Noble Wealth Management PBC first reported a position in BNY Mellon Strategic Municipals in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's BNY Mellon Strategic Municipals position peaked at $599K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.