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Compass Financial Services »

Bny Mellon Strategic Muns shares owned by Compass Financial Services

Quarter-by-quarter ownership of Bny Mellon Strategic Muns (LEO) shares owned by Compass Financial Services from 13F filings

Historical chart of Compass Financial Services investment in Bny Mellon Strategic Muns

Tip: Access up to 7 years of quarterly data

All positions including Bny Mellon Strategic Muns held by Compass Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bny Mellon Strategic Muns by Compass Financial Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.4k	223	6.24
2025-06-30	$107k	18k	5.92
2025-03-31	$180k	29k	6.12
2024-12-31	$176k	29k	6.04

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)

Wisdomtree Us MF Closed and MF Open (DGRW)

Jpmorgan MF Closed and MF Open (JPST)

First Trust MF Closed and MF Open (KNG)

Invesco Nasdaq MF Closed and MF Open (QQQM)

Jpmorgan MF Closed and MF Open (JEPQ)

SPDR S&P MF Closed and MF Open (VLU)

Invesco S&p MF Closed and MF Open (SPMO)

Ishares Core MF Closed and MF Open (DIVB)

Spdr Bloomberg MF Closed and MF Open (BIL)

First Trust MF Closed and MF Open (FDL)

Global X MF Closed and MF Open (XYLD)

Spdr Portfolio MF Closed and MF Open (SPYG)

Wisdomtree Equity MF Closed and MF Open (WTPI)

Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

Top funds holding Bny Mellon Strategic Muns

Saba Capital Management

Pathstone Holdings

Rivernorth Capital Management

Gridiron Partners

Wells Fargo & Company

Guggenheim Capital, LLC Managers

Sit Investment Associates

Hennion & Walsh Asset Management

Brooklyn Capital Management

Logan Stone Capital

Advisors Asset Management

Verition Fund Management

Van Eck Associates Corp.

Capital Investment Advisors

View all funds holding Bny Mellon Strategic Muns

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