WCM
LEO

WealthBridge Capital Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

WealthBridge Capital Management’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 		$228K Hold
35,257
– – 0.05% 215
2026
Q1 		$222K Hold
35,257
– – 0.05% 207
2025
Q4 		$224K Hold
35,257
– – 0.05% 197
2025
Q3 		$220K Sell
35,257
-2,650
-7% -$15.8K 0.05% 201
2025
Q2 		$224K Hold
37,907
– – 0.06% 196
2025
Q1 		$232K Hold
37,907
– – 0.07% 184
2024
Q4 		$229K Hold
37,907
– – 0.06% 185
2024
Q3 		$247K Hold
37,907
– – 0.07% 178
2024
Q2 		$232K Buy
37,907
+3,500
+10% +$21K 0.08% 163
2024
Q1 		$210K Buy
34,407
+800
+2% +$4.78K 0.07% 182
2023
Q4 		$197K Buy
+33,607
New +$185K 0.07% 176
2022
Q4 		– Sell
-11,500
Closed -$76K – 205
2022
Q3 		$76K Hold
11,500
– – 0.03% 197
2022
Q2 		$76K Sell
11,500
-16,550
-59% -$112K 0.03% 197
2022
Q1 		$202K Sell
28,050
-18,500
-40% -$142K 0.08% 180
2021
Q4 		$394K Sell
46,550
-8,150
-15% -$69K 0.15% 111
2021
Q3 		$476K Buy
54,700
+17,800
+48% +$163K 0.18% 103
2021
Q2 		$331K Buy
36,900
+17,600
+91% +$155K 0.12% 118
2021
Q1 		$165K Buy
19,300
+2,000
+12% +$16.9K 0.07% 154
2020
Q4 		$147K Buy
17,300
+5,600
+48% +$46.7K 0.06% 144
2020
Q3 		$97K Buy
+11,700
New +$96.6K 0.05% 129

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
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
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
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
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
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

WealthBridge Capital Management's LEO Position: Q2 2026 in Review

WealthBridge Capital Management held its BNY Mellon Strategic Municipals (LEO) position steady in Q2 2026 at 35,257 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #215.

WealthBridge Capital Management first reported a position in LEO in Q3 2020 and has held it in 20 quarters since. The position peaked at $476K in Q3 2021. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • WealthBridge Capital Management held 35,257 shares of BNY Mellon Strategic Municipals worth $228K as of Q2 2026.
  • WealthBridge Capital Management left its BNY Mellon Strategic Municipals share count unchanged in Q2 2026.
  • BNY Mellon Strategic Municipals made up 0.05% of WealthBridge Capital Management's portfolio in Q2 2026, its #215 holding.
  • WealthBridge Capital Management first reported a position in BNY Mellon Strategic Municipals in Q3 2020 and has held it in 20 quarters since.
  • WealthBridge Capital Management's BNY Mellon Strategic Municipals position peaked at $476K in Q3 2021.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.