WA
LEO

Whitebox Advisors’s BNY Mellon Strategic Municipals LEO Stock Holding History

Whitebox Advisors’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
-305,421
Closed -$1.92M – 681
2026
Q1 		$1.92M Hold
305,421
– – 0.02% 254
2025
Q4 		$1.94M Hold
305,421
– – 0.03% 228
2025
Q3 		$1.91M Hold
305,421
– – 0.03% 203
2025
Q2 		$1.81M Buy
305,421
+38,121
+14% +$223K 0.04% 196
2025
Q1 		$1.64M Buy
+267,300
New +$1.65M 0.04% 175

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

Whitebox Advisors's LEO Position: Q2 2026 in Review

Whitebox Advisors sold out of BNY Mellon Strategic Municipals (LEO) in Q2 2026, closing a stake of 305,421 shares — an estimated $1.92M sold.

Whitebox Advisors first reported a position in LEO in Q1 2025 and held it in 5 quarters. The position peaked at $1.94M in Q4 2025. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Whitebox Advisors reported no remaining BNY Mellon Strategic Municipals position as of Q2 2026 after selling out during the quarter.
  • Whitebox Advisors sold 305,421 BNY Mellon Strategic Municipals shares in Q2 2026, an estimated $1.92M.
  • Whitebox Advisors first reported a position in BNY Mellon Strategic Municipals in Q1 2025 and held it in 5 quarters.
  • Whitebox Advisors's BNY Mellon Strategic Municipals position peaked at $1.94M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Whitebox Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.