Wedbush Securities
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Wedbush Securities’s BNY Mellon Strategic Municipals LEO Stock Holding History

Wedbush Securities’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
Q3 		$124K Hold
22,389
– – ﹤0.01% 1249
2026
Q2 		$145K Hold
22,389
– – ﹤0.01% 1246
2026
Q1 		$141K Hold
22,389
– – ﹤0.01% 1171
2025
Q4 		$142K Hold
22,389
– – ﹤0.01% 1151
2025
Q3 		$140K Hold
22,389
– – ﹤0.01% 1112
2025
Q2 		$133K Hold
22,389
– – ﹤0.01% 1093
2025
Q1 		$137K Hold
22,389
– – 0.01% 1044
2024
Q4 		$135K Buy
22,389
+3,000
+15% +$18.9K ﹤0.01% 1066
2024
Q3 		$126K Hold
19,389
– – ﹤0.01% 1043
2024
Q2 		$119K Hold
19,389
– – ﹤0.01% 1134
2024
Q1 		$118K Sell
19,389
-1,000
-5% -$5.98K ﹤0.01% 1167
2023
Q4 		$119K Buy
20,389
+6,000
+42% +$33K 0.01% 1027
2023
Q3 		$77K Hold
14,389
– – ﹤0.01% 1017
2023
Q2 		$89K Sell
14,389
-75
-0.5% -$462 ﹤0.01% 1014
2023
Q1 		$90K Hold
14,464
– – ﹤0.01% 1017
2022
Q4 		$88K Buy
+14,464
New +$88.5K ﹤0.01% 996
2022
Q2 		– Sell
-18,662
Closed -$134K – 1135
2022
Q1 		$134K Buy
18,662
+73
+0.4% +$558 0.01% 1036
2021
Q4 		$157K Hold
18,589
– – 0.01% 1086
2021
Q3 		$162K Sell
18,589
-9
-0% -$82 0.01% 1088
2021
Q2 		$167K Hold
18,598
– – 0.01% 1086
2021
Q1 		$159K Buy
18,598
+5,889
+46% +$49.9K 0.01% 1012
2020
Q4 		$108K Hold
12,709
– – 0.01% 827
2020
Q3 		$105K Sell
12,709
-8,406
-40% -$69.4K 0.01% 825
2020
Q2 		$164K Buy
21,115
+1
+0% +$7 0.02% 804
2020
Q1 		$157K Buy
21,114
+5,862
+38% +$49K 0.02% 725
2019
Q4 		$130K Sell
15,252
-3,713
-20% -$31.6K 0.01% 908
2019
Q3 		$163K Buy
18,965
+5,029
+36% +$42.6K 0.02% 855
2019
Q2 		$114K Buy
13,936
+29
+0.2% +$234 0.01% 889
2019
Q1 		$110K Buy
13,907
+1,394
+11% +$10.7K 0.01% 844
2018
Q4 		$90K Sell
12,513
-33,476
-73% -$241K 0.01% 762
2018
Q3 		$345K Buy
45,989
+3,014
+7% +$23.1K 0.04% 529
2018
Q2 		$330K Buy
42,975
+3,500
+9% +$26.7K 0.04% 526
2018
Q1 		$304K Buy
+39,475
New +$317K 0.04% 522

Other funds holding LEO

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities's LEO Position: Q3 2026 in Review

Wedbush Securities held its BNY Mellon Strategic Municipals (LEO) position steady in Q3 2026 at 22,389 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Wedbush Securities first reported a position in LEO in Q1 2018 and has held it in 33 quarters since. The position peaked at $345K in Q3 2018. 18 funds tracked by Wall St. Rank hold LEO as of Q3 2026.

  • Wedbush Securities held 22,389 shares of BNY Mellon Strategic Municipals worth $124K as of Q3 2026.
  • Wedbush Securities left its BNY Mellon Strategic Municipals share count unchanged in Q3 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Wedbush Securities's portfolio in Q3 2026, its #1249 holding.
  • Wedbush Securities first reported a position in BNY Mellon Strategic Municipals in Q1 2018 and has held it in 33 quarters since.
  • Wedbush Securities's BNY Mellon Strategic Municipals position peaked at $345K in Q3 2018.
  • 18 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.