WJWM
LEO

Williams Jones Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Williams Jones Wealth 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
2025
Q4 		– Sell
-43,037
Closed -$269K – 530
2025
Q3 		$269K Buy
+43,037
New +$257K ﹤0.01% 430

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Williams Jones Wealth Management's LEO Position: Q4 2025 in Review

Williams Jones Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q4 2025, closing a stake of 43,037 shares — an estimated $269K sold.

Williams Jones Wealth Management first reported a position in LEO in Q3 2025 and held it in 1 quarter. The position peaked at $269K in Q3 2025. 102 funds tracked by Wall St. Rank hold LEO as of Q4 2025.

  • Williams Jones Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q4 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 43,037 BNY Mellon Strategic Municipals shares in Q4 2025, an estimated $269K.
  • Williams Jones Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q3 2025 and held it in 1 quarter.
  • Williams Jones Wealth Management's BNY Mellon Strategic Municipals position peaked at $269K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2025.

Based on Williams Jones Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.