Novak & Powell Financial Services, Inc.

Position in LEO — Bny Mellon Strategic Municipals, Inc.

CIK 2011548 ST. PETERSBURG, FL

Position in LEO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$168,930

-$106 QoQ

Shares Held

26,857

+1.0% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Novak & Powell Financial Services, Inc. holds $1,911,572 across 7 Asset Management names. LEO ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DNP	Dnp Select Income Fund Inc	59,449	$612,324
2	RJF	Raymond James Financial Inc	3,073	$444,939
3	UTG	Reaves Utility Income Fund	8,243	$323,785
4	LEO	Bny Mellon Strategic Municipals, Inc. This page	26,857	$168,930
5	CXE	Mfs High Income Municipal Trust	38,183	$141,658
6	CMU	Mfs High Yield Municipal Trust	30,789	$110,224
7	DSM	Bny Mellon Strategic Municipal Bond Fund, Inc.	18,255	$109,712

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$168,930	26,857	+1.0%	Shares	Sole	2026-05-14
2025-12-31	$169,036	26,578	+2.0%	Shares	Sole	2026-02-10
2025-06-30	$154,245	26,055	+1.7%	Shares	Sole	2025-08-11
2024-12-31	$154,672	25,608	+1.1%	Shares	Sole	2025-02-18
2024-09-30	$164,950	25,338	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$154,248	25,204	+1.1%	Shares	Sole	2024-08-15
2024-03-31	$152,048	24,926	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$145,251	24,787	—	Shares	Sole	2024-02-21
No filing history on record for this holder in this stock.