Kestra Advisory Services, LLC
Position in LEO — Bny Mellon Strategic Municipals, Inc.
CIK 1830819
AUSTIN, TX
Position in LEO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$76,499
+$52,967 QoQ
Shares Held
11,842
+220.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 101 holders
Holding Since
Jun 2022
8 quarters on record
Common Shares in LEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $468,927,536 across 230 Asset Management names. LEO ranks #226 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
1,980,953 | $59,765,352 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
1,891,228 | $35,687,472 | |
| 3 | BX |
Blackstone Inc.
|
283,769 | $33,391,098 | |
| 4 | BLK |
BlackRock, Inc.
|
34,123 | $32,811,311 | |
| 5 | FHI |
Federated Hermes, Inc.
|
472,377 | $26,084,657 | |
| 6 | KKR |
KKR & Co. Inc.
|
125,386 | $11,507,927 | |
| 7 | ARCC |
Ares Capital Corp
|
520,151 | $9,638,398 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
187,775 | $7,554,188 |
All Filings in LEO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,499 | 11,842 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $23,532 | 3,700 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $78,852 | 13,055 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $118,859 | 18,258 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $123,330 | 20,152 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $115,577 | 18,522 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $112,332 | 18,385 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $115,202 | 17,508 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||