Position in OTF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$324,035
+$121,740 QoQ
Shares Held
26,153
+88.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OTF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Leo Wealth, LLC holds $25,719,881 across 15 Asset Management names. OTF ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
7,444 | $7,158,969 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
283,141 | $3,179,673 | |
| 3 | VGM |
Invesco Trust for Investment Grade Municipals
|
319,284 | $3,151,333 | |
| 4 | MMU |
Western Asset Managed Municipals Fund Inc.
|
299,771 | $3,081,645 | |
| 5 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
274,876 | $2,888,946 | |
| 6 | MHD |
Blackrock Muniholdings Fund, Inc.
|
251,331 | $2,835,013 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
49,854 | $801,153 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
88,886 | $769,752 |
All Filings in OTF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,035 | 26,153 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $202,295 | 13,913 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||