Novak & Powell Financial Services, Inc.
Position in LEO — Bny Mellon Strategic Municipals, Inc.
CIK 2011548
ST. PETERSBURG, FL
Position in LEO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$175,472
+$6,542 QoQ
Shares Held
27,163
+1.1% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#58
of 101 holders
Holding Since
Dec 2023
9 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, 2026Novak & Powell Financial Services, Inc. holds $2,001,601 across 6 Asset Management names. LEO ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
60,166 | $649,191 | |
| 2 | RJF |
Raymond James Financial Inc
|
3,073 | $467,188 | |
| 3 | UTG |
Reaves Utility Income Fund
|
8,338 | $339,523 | |
| 4 | MFM |
Aberdeen Municipal Income Fund
|
45,630 | $256,440 | |
| 5 | LEO |
Bny Mellon Strategic Municipals, Inc.
This page
|
27,163 | $175,472 | |
| 6 | DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
|
18,502 | $113,787 |
All Filings in LEO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,472 | 27,163 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $168,930 | 26,857 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $169,036 | 26,578 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $154,245 | 26,055 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $154,672 | 25,608 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $164,950 | 25,338 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $154,248 | 25,204 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $152,048 | 24,926 | 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. | ||||||