WI
LEO

Wintrust Investments’s BNY Mellon Strategic Municipals LEO Stock Holding History

Wintrust Investments’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
2024
Q4 		$8K Sell
1,446
-560
-28% -$3.53K 0.01% 414
2024
Q3 		$13K Sell
2,006
-18,057
-90% -$114K 0.01% 492
2024
Q2 		$123K Sell
20,063
-4,500
-18% -$27K 0.01% 462
2024
Q1 		$150K Hold
24,563
– – 0.01% 455
2023
Q4 		$144K Hold
24,563
– – 0.01% 440
2023
Q3 		$131K Buy
24,563
+7,000
+40% +$40.8K 0.01% 401
2023
Q2 		$109K Buy
17,563
+5,000
+40% +$30.8K 0.01% 421
2023
Q1 		$78K Sell
12,563
-1,699
-12% -$10.7K 0.01% 333
2022
Q4 		$87K Buy
+14,262
New +$87.3K 0.01% 365

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wintrust Investments's LEO Position: Q4 2024 in Review

Wintrust Investments reduced its BNY Mellon Strategic Municipals (LEO) stake by 28% in Q4 2024, selling an estimated $3.53K and leaving 1,446 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #414.

Wintrust Investments first reported a position in LEO in Q4 2022 and has held it in 9 quarters since. The position peaked at $150K in Q1 2024. 102 funds tracked by Wall St. Rank hold LEO as of Q4 2024.

  • Wintrust Investments held 1,446 shares of BNY Mellon Strategic Municipals worth $8K as of Q4 2024.
  • Wintrust Investments sold 560 BNY Mellon Strategic Municipals shares in Q4 2024, an estimated $3.53K.
  • BNY Mellon Strategic Municipals made up 0.01% of Wintrust Investments's portfolio in Q4 2024, its #414 holding.
  • Wintrust Investments first reported a position in BNY Mellon Strategic Municipals in Q4 2022 and has held it in 9 quarters since.
  • Wintrust Investments's BNY Mellon Strategic Municipals position peaked at $150K in Q1 2024.
  • 102 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.