Creative Planning
LEO

Creative Planning’s BNY Mellon Strategic Municipals LEO Stock Holding History

Creative Planning’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$354K Buy
56,233
+45
+0.1% +$288 ﹤0.01% 3290
2025
Q4 		$357K Buy
56,188
+518
+0.9% +$3.25K ﹤0.01% 3121
2025
Q3 		$348K Sell
55,670
-4,234
-7% -$25.2K ﹤0.01% 3029
2025
Q2 		$355K Buy
59,904
+962
+2% +$5.63K ﹤0.01% 2758
2025
Q1 		$361K Buy
58,942
+15,777
+37% +$97.5K ﹤0.01% 2585
2024
Q4 		$261K Buy
43,165
+3,951
+10% +$24.9K ﹤0.01% 2782
2024
Q3 		$255K Buy
39,214
+206
+0.5% +$1.3K ﹤0.01% 2656
2024
Q2 		$239K Buy
39,008
+11,590
+42% +$69.4K ﹤0.01% 2541
2024
Q1 		$168K Sell
27,418
-9,924
-27% -$59.3K ﹤0.01% 2613
2023
Q4 		$219K Buy
+37,342
New +$205K ﹤0.01% 2345
2020
Q3 		– Sell
-11,846
Closed -$92K – 2216
2020
Q2 		$92K Hold
11,846
– – ﹤0.01% 1675
2020
Q1 		$88K Buy
11,846
+1,746
+17% +$14.6K ﹤0.01% 1554
2019
Q4 		$86K Sell
10,100
-1,365
-12% -$11.6K ﹤0.01% 1769
2019
Q3 		$98K Hold
11,465
– – ﹤0.01% 1721
2019
Q2 		$94K Sell
11,465
-948
-8% -$7.66K ﹤0.01% 1749
2019
Q1 		$98K Buy
12,413
+1,563
+14% +$12K ﹤0.01% 1715
2018
Q4 		$78K Sell
10,850
-2,583
-19% -$18.6K ﹤0.01% 1662
2018
Q3 		$101K Hold
13,433
– – ﹤0.01% 1785
2018
Q2 		$103K Hold
13,433
– – ﹤0.01% 1769
2018
Q1 		$104K Hold
13,433
– – ﹤0.01% 1744
2017
Q4 		$116K Sell
13,433
-8
-0.1% -$70 ﹤0.01% 1703
2017
Q3 		$118K Buy
13,441
+3,341
+33% +$30K ﹤0.01% 1693
2017
Q2 		$90K Hold
10,100
– – ﹤0.01% 2060
2017
Q1 		$87K Hold
10,100
– – ﹤0.01% 2044
2016
Q4 		$85K Sell
10,100
-500
-5% -$4.29K ﹤0.01% 1977
2016
Q3 		$99K Buy
10,600
+500
+5% +$4.67K ﹤0.01% 1853
2016
Q2 		$96K Hold
10,100
– – ﹤0.01% 1704
2016
Q1 		$91K Buy
10,100
+10,000
+10,000% +$87.4K ﹤0.01% 1691
2015
Q4 		$1K Hold
100
– – ﹤0.01% 4219
2015
Q3 		$1K Buy
+100
New +$805 ﹤0.01% 4108
2015
Q2 		– Sell
-100
Closed -$1K – 2148
2015
Q1 		$1K Hold
100
– – ﹤0.01% 4041
2014
Q4 		$1K Sell
100
-25,000
-100% -$206K ﹤0.01% 3981
2014
Q3 		$210K Buy
25,100
+25,000
+25,000% +$210K ﹤0.01% 1032
2014
Q2 		$1K Hold
100
– – ﹤0.01% 3642
2014
Q1 		$1K Sell
100
-1,532
-94% -$12.2K ﹤0.01% 3506
2013
Q4 		$12K Buy
1,632
+590
+57% +$4.54K ﹤0.01% 2467
2013
Q3 		$8K Hold
1,042
– – ﹤0.01% 2554
2013
Q2 		$9K Buy
+1,042
New +$9.42K ﹤0.01% 2322

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Creative Planning's LEO Position: Q1 2026 in Review

Creative Planning increased its BNY Mellon Strategic Municipals (LEO) stake by 0.08% in Q1 2026, buying an estimated $288 and bringing the position to 56,233 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #3290.

Creative Planning first reported a position in LEO in Q2 2013 and has held it in 38 quarters since. The position peaked at $361K in Q1 2025. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Creative Planning held 56,233 shares of BNY Mellon Strategic Municipals worth $354K as of Q1 2026.
  • Creative Planning bought 45 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $288.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3290 holding.
  • Creative Planning first reported a position in BNY Mellon Strategic Municipals in Q2 2013 and has held it in 38 quarters since.
  • Creative Planning's BNY Mellon Strategic Municipals position peaked at $361K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.