SIS
LEO

Sound Income Strategies’s BNY Mellon Strategic Municipals LEO Stock Holding History

Sound Income Strategies’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 		– Sell
-700
Closed -$4.43K – 1552
2026
Q1 		$4.43K Hold
700
– – ﹤0.01% 1882
2025
Q4 		$4.51K Hold
700
– – ﹤0.01% 1853
2025
Q3 		$4.38K Buy
+700
New +$4.17K ﹤0.01% 1200

Other funds holding LEO

Pathstone Holdings
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sound Income Strategies's LEO Position: Q2 2026 in Review

Sound Income Strategies sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2026, closing a stake of 700 shares — an estimated $4.43K sold.

Sound Income Strategies first reported a position in LEO in Q3 2025 and held it in 3 quarters. The position peaked at $4.51K in Q4 2025. 73 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Sound Income Strategies reported no remaining BNY Mellon Strategic Municipals position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 700 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $4.43K.
  • Sound Income Strategies first reported a position in BNY Mellon Strategic Municipals in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's BNY Mellon Strategic Municipals position peaked at $4.51K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.