WAP
LEO

Wealthcare Advisory Partners’s BNY Mellon Strategic Municipals LEO Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-1,285
Closed -$11K – 1271
2021
Q1 		$11K Buy
+1,285
New +$10.9K ﹤0.01% 1424

Other funds holding LEO

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wealthcare Advisory Partners's LEO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2021, closing a stake of 1,285 shares — an estimated $11K sold.

Wealthcare Advisory Partners first reported a position in LEO in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 71 funds tracked by Wall St. Rank hold LEO as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining BNY Mellon Strategic Municipals position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,285 BNY Mellon Strategic Municipals shares in Q2 2021, an estimated $11K.
  • Wealthcare Advisory Partners first reported a position in BNY Mellon Strategic Municipals in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's BNY Mellon Strategic Municipals position peaked at $11K in Q1 2021.
  • 71 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.