180 WEALTH ADVISORS, LLC
Position in LEO — Bny Mellon Strategic Municipals, Inc.
CIK 1730817
FEDERAL WAY, WA
Position in LEO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$369,434
-$27,974 QoQ
Shares Held
57,188
-9.5% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#46
of 101 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in LEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $35,537,355 across 26 Asset Management names. LEO ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
1,086,189 | $12,284,797 | |
| 2 | TDF |
Templeton Dragon Fund Inc
|
329,251 | $3,585,543 | |
| 3 | BLK |
BlackRock, Inc.
|
3,427 | $3,295,266 | |
| 4 | HQL |
abrdn Life Sciences Investors
|
152,829 | $3,058,108 | |
| 5 | GGZ |
Gabelli Global Small & Mid Cap Value Trust
|
118,916 | $1,935,952 | |
| 6 | TYG |
Tortoise Energy Infrastructure Corp
|
43,329 | $1,857,514 | |
| 7 | PSEC |
Prospect Capital Corp
|
580,986 | $1,342,077 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
40,396 | $1,218,747 |
All Filings in LEO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,434 | 57,188 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $397,408 | 63,181 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $406,245 | 63,875 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $406,043 | 64,967 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $355,572 | 60,063 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $357,762 | 58,458 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $378,967 | 62,743 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $444,222 | 68,237 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $465,328 | 76,034 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $507,995 | 83,278 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $523,737 | 89,375 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $405,469 | 76,073 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $292,943 | 47,097 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $303,313 | 48,608 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $253,968 | 41,566 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $129,838 | 21,355 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $139,535 | 21,206 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $151,579 | 21,082 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $176,879 | 20,883 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $180,090 | 20,700 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $184,566 | 20,576 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $174,130 | 20,390 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $174,223 | 20,521 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $168,282 | 20,324 | Shares | Sole | 2020-10-23 | |
| 2020-03-31 | $148,359 | 19,914 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||