Prospera Financial Services’s BNY Mellon Strategic Municipals LEO Stock Holding History

Prospera Financial Services’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 Q4	–	Sell	-13,504	Closed	-$84.4K	–	1405
2025 Q3	$84.4K	Buy	13,504 +78	+0.6%	+$465	﹤0.01%	1331
2025 Q2	$79.5K	Buy	13,426 +436	+3%	+$2.55K	﹤0.01%	1288
2025 Q1	$79.5K	Buy	12,990 +88	+0.7%	+$544	﹤0.01%	1148
2024 Q4	$77.9K	Buy	12,902 +116	+0.9%	+$732	﹤0.01%	1116
2024 Q3	$83.2K	Buy	12,786 +58	+0.5%	+$367	﹤0.01%	1095
2024 Q2	$77.9K	Buy	+12,728	New	+$76.2K	﹤0.01%	1103
2022 Q2	–	Sell	-994	Closed	-$7K	–	2173
2022 Q1	$7K	Buy	+994	New	+$7.61K	﹤0.01%	2167

Other funds holding LEO

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return