Powell Investment Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Powell Investment 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
2022 Q1	–	Sell	-36,255	Closed	-$307K	–	134
2021 Q4	$307K	Buy	36,255 +419	+1%	+$3.55K	0.17%	74
2021 Q3	$312K	Buy	35,836 +405	+1%	+$3.7K	0.19%	73
2021 Q2	$318K	Buy	35,431 +422	+1%	+$3.72K	0.2%	71
2021 Q1	$299K	Buy	35,009 +428	+1%	+$3.63K	0.2%	72
2020 Q4	$294K	Buy	34,581 +434	+1%	+$3.62K	0.22%	63
2020 Q3	$283K	Buy	34,147 +435	+1%	+$3.59K	0.24%	62
2020 Q2	$262K	Buy	33,712 +475	+1%	+$3.54K	0.25%	70
2020 Q1	$248K	Buy	33,237 +400	+1%	+$3.34K	0.3%	65
2019 Q4	$279K	Buy	+32,837	New	+$280K	0.29%	74

Other funds holding LEO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Powell Investment Advisors's LEO Position: Q1 2022 in Review

Powell Investment Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2022, closing a stake of 36,255 shares — an estimated $307K sold.

Powell Investment Advisors first reported a position in LEO in Q4 2019 and held it in 9 quarters. The position peaked at $318K in Q2 2021. 84 funds tracked by Wall St. Rank hold LEO as of Q1 2022.

Powell Investment Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q1 2022 after selling out during the quarter.
Powell Investment Advisors sold 36,255 BNY Mellon Strategic Municipals shares in Q1 2022, an estimated $307K.
Powell Investment Advisors first reported a position in BNY Mellon Strategic Municipals in Q4 2019 and held it in 9 quarters.
Powell Investment Advisors's BNY Mellon Strategic Municipals position peaked at $318K in Q2 2021.
84 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2022.

Based on Powell Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.