Prestige Wealth Management Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Prestige Wealth Management 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	$6.14K	Hold	950	–	–	﹤0.01%	537
2026 Q1	$5.98K	Hold	950	–	–	﹤0.01%	522
2025 Q4	$6.04K	Hold	950	–	–	﹤0.01%	532
2025 Q3	$5.96K	Hold	950	–	–	﹤0.01%	538
2025 Q2	$5.62K	Hold	950	–	–	﹤0.01%	543
2025 Q1	$5.81K	Hold	950	–	–	﹤0.01%	533
2024 Q4	$5.74K	Hold	950	–	–	﹤0.01%	568
2024 Q3	$6.2K	Hold	950	–	–	﹤0.01%	562
2024 Q2	$5.81K	Hold	950	–	–	﹤0.01%	515
2024 Q1	$5.79K	Hold	950	–	–	﹤0.01%	539
2023 Q4	$5.57K	Hold	950	–	–	﹤0.01%	565
2023 Q3	$5.08K	Hold	950	–	–	﹤0.01%	572
2023 Q2	$5.91K	Hold	950	–	–	﹤0.01%	555
2023 Q1	$5.93K	Hold	950	–	–	﹤0.01%	529
2022 Q4	$5.8K	Hold	950	–	–	﹤0.01%	579
2022 Q3	$6K	Hold	950	–	–	﹤0.01%	514
2022 Q2	$6K	Hold	950	–	–	﹤0.01%	538
2022 Q1	$7K	Hold	950	–	–	﹤0.01%	539
2021 Q4	$8K	Hold	950	–	–	﹤0.01%	529
2021 Q3	$8K	Hold	950	–	–	﹤0.01%	533
2021 Q2	$9K	Hold	950	–	–	﹤0.01%	495
2021 Q1	$8K	Hold	950	–	–	﹤0.01%	524
2020 Q4	$8K	Hold	950	–	–	﹤0.01%	494
2020 Q3	$8K	Hold	950	–	–	﹤0.01%	470
2020 Q2	$7K	Hold	950	–	–	﹤0.01%	473
2020 Q1	$7K	Hold	950	–	–	﹤0.01%	437
2019 Q4	$8K	Hold	950	–	–	﹤0.01%	367
2019 Q3	$8K	Hold	950	–	–	﹤0.01%	359
2019 Q2	$8K	Hold	950	–	–	﹤0.01%	348
2019 Q1	$7K	Hold	950	–	–	﹤0.01%	368
2018 Q4	$7K	Buy	+950	New	+$6.85K	0.01%	511

Other funds holding LEO

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

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

HWAM

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

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RCM

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

Prestige Wealth Management Group's LEO Position: Q2 2026 in Review

Prestige Wealth Management Group held its BNY Mellon Strategic Municipals (LEO) position steady in Q2 2026 at 950 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Prestige Wealth Management Group first reported a position in LEO in Q4 2018 and has held it in 31 quarters since. The position peaked at $9K in Q2 2021. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

Prestige Wealth Management Group held 950 shares of BNY Mellon Strategic Municipals worth $6.14K as of Q2 2026.
Prestige Wealth Management Group left its BNY Mellon Strategic Municipals share count unchanged in Q2 2026.
BNY Mellon Strategic Municipals made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #537 holding.
Prestige Wealth Management Group first reported a position in BNY Mellon Strategic Municipals in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's BNY Mellon Strategic Municipals position peaked at $9K in Q2 2021.
101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.