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LEO

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

Novus 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
2025
Q2 		– Sell
-23,900
Closed -$146K – 99
2025
Q1 		$146K Hold
23,900
– – 0.15% 115
2024
Q4 		$144K Buy
+23,900
New +$151K 0.14% 111

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Novus Advisors's LEO Position: Q2 2025 in Review

Novus Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2025, closing a stake of 23,900 shares — an estimated $146K sold.

Novus Advisors first reported a position in LEO in Q4 2024 and held it in 2 quarters. The position peaked at $146K in Q1 2025. 97 funds tracked by Wall St. Rank hold LEO as of Q2 2025.

  • Novus Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q2 2025 after selling out during the quarter.
  • Novus Advisors sold 23,900 BNY Mellon Strategic Municipals shares in Q2 2025, an estimated $146K.
  • Novus Advisors first reported a position in BNY Mellon Strategic Municipals in Q4 2024 and held it in 2 quarters.
  • Novus Advisors's BNY Mellon Strategic Municipals position peaked at $146K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2025.

Based on Novus Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.