180 WEALTH ADVISORS, LLC LEO — BNY MELLON STRATEGIC MUNS IN

Ownership history in 180 WEALTH ADVISORS, LLC  ·  28 quarters on record

AI Ownership Summary

180 WEALTH ADVISORS, LLC reported BNY MELLON STRATEGIC MUNS IN (LEO) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.09% in 2024 Q1. The latest visible filing shows LEO at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LEO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 180 WEALTH ADVISORS, LLC's position in BNY MELLON STRATEGIC MUNS IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LEO was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LEO stock page 180 WEALTH ADVISORS, LLC fund profile 180 WEALTH ADVISORS, LLC full holdings
How 180 WEALTH ADVISORS, LLC held LEO — position size vs. price
% of Fund (quarterly)    LEO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 57,188 -5,993 -9.5% 0.04% $369K 2026-07-07 $6.34
2026 Q1 REDUCED — — — 63,181 -694 -1.1% 0.05% $397K 2026-05-01 $6.24
2025 Q4 REDUCED — — — 63,875 -1,092 -1.7% 0.05% $406K 2026-01-09 $6.25
2025 Q3 ADDED — — — 64,967 +4,904 +8.2% 0.05% $406K 2025-10-16 $6.06
2025 Q2 ADDED — — — 60,063 +1,605 +2.7% 0.05% $356K 2025-07-31 $5.58
2025 Q1 REDUCED 6.8% -2.3% ✅ 58,458 -4,285 -6.8% 0.06% $358K 2025-04-09 $5.48
2024 Q4 REDUCED 8.1% +2.3% ❌ 62,743 -5,494 -8.1% 0.06% $379K 2025-01-14 $5.66
2024 Q3 REDUCED 10.3% -7.0% ✅ 68,237 -7,797 -10.3% 0.07% $444K 2024-11-01 $5.78
2024 Q2 REDUCED 8.7% +7.3% ❌ 76,034 -7,244 -8.7% 0.08% $473K 2024-07-16 $5.67
2024 Q1 REDUCED 6.8% +0.9% ❌ 83,278 -6,097 -6.8% 0.09% $508K 2024-04-16 $5.32
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LEO

As of 2026 Q2 — sorted by position size

Hennion & Walsh Asset Management, Inc. 3Y 0.31% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 0.16% Noble Wealth Management PBC 0.07% CoreCap Advisors, LLC 3Y 0.0% EASTERN BANK 3Y 7Y 0.0%

FAQ About 180 WEALTH ADVISORS, LLC and LEO

These are the practical questions this page is built to answer before you even open the full history table.

How long has 180 WEALTH ADVISORS, LLC reported owning LEO?

180 WEALTH ADVISORS, LLC reported LEO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported LEO position in 180 WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for LEO was 0.09% in 2024 Q1.

What is the latest reported LEO position on this page?

The most recent filing on this page is 2026 Q2, when 180 WEALTH ADVISORS, LLC reported 57,188 shares, equal to 0.04% of portfolio, with an estimated market value of $369K.

What does the chart on this LEO ownership page compare?

The chart compares 180 WEALTH ADVISORS, LLC's quarterly LEO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 180 WEALTH ADVISORS, LLC time their LEO position?

Based on 13F filing dates vs. subsequent LEO price moves, 180 WEALTH ADVISORS, LLC correctly timed 13 out of 27 reported position changes (48%). The annualised alpha on LEO relative to SPY over the holding period was -14.2%.

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