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

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

RCM

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

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

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

Prospera Financial Services's LEO Position: Q4 2025 in Review

Prospera Financial Services sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2025, closing a stake of 13,504 shares — an estimated $84.4K sold.

Prospera Financial Services first reported a position in LEO in Q1 2022 and held it in 7 quarters. The position peaked at $84.4K in Q3 2025. 102 funds tracked by Wall St. Rank hold LEO as of Q4 2025.

Prospera Financial Services reported no remaining BNY Mellon Strategic Municipals position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 13,504 BNY Mellon Strategic Municipals shares in Q4 2025, an estimated $84.4K.
Prospera Financial Services first reported a position in BNY Mellon Strategic Municipals in Q1 2022 and held it in 7 quarters.
Prospera Financial Services's BNY Mellon Strategic Municipals position peaked at $84.4K in Q3 2025.
102 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.