Prestige Wealth Management Group LLC
Position in LEO — Bny Mellon Strategic Municipals, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in LEO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,137
+$162 QoQ
Shares Held
950
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#98
of 101 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Prestige Wealth Management Group LLC holds $974,833 across 30 Asset Management names. LEO ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
613 | $589,435 | |
| 2 | MUJ |
Blackrock Muniholdings New Jersey Quality Fund, Inc.
|
11,267 | $138,696 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
1,297 | $55,239 | |
| 4 | MAIN |
Main Street Capital CORP
|
650 | $33,722 | |
| 5 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
1,540 | $19,712 | |
| 6 | VKQ |
Invesco Municipal Trust
|
1,843 | $18,503 | |
| 7 | SAMG |
Silvercrest Asset Management Group Inc.
|
1,800 | $18,198 | |
| 8 | RJF |
Raymond James Financial Inc
|
111 | $16,875 |
All Filings in LEO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,137 | 950 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,975 | 950 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,042 | 950 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,937 | 950 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $5,624 | 950 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $5,814 | 950 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $5,738 | 950 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $6,184 | 950 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $5,814 | 950 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $5,795 | 950 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $5,567 | 950 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $5,063 | 950 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $5,909 | 950 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $5,928 | 950 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $5,804 | 950 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,776 | 950 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,251 | 950 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,830 | 950 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $8,046 | 950 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $8,265 | 950 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,521 | 950 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,113 | 950 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,065 | 950 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $7,866 | 950 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,372 | 950 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,077 | 950 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||