KG
LEO

Kilter Group’s BNY Mellon Strategic Municipals LEO Stock Holding History

Kilter Group’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 		– Sell
-2,074
Closed -$13.2K – 1636
2025
Q4 		$13.2K Buy
2,074
+30
+1% +$188 0.01% 289
2025
Q3 		$12.8K Buy
+2,044
New +$12.2K 0.01% 276

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

Kilter Group's LEO Position: Q1 2026 in Review

Kilter Group sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2026, closing a stake of 2,074 shares — an estimated $13.2K sold.

Kilter Group first reported a position in LEO in Q3 2025 and held it in 2 quarters. The position peaked at $13.2K in Q4 2025. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Kilter Group reported no remaining BNY Mellon Strategic Municipals position as of Q1 2026 after selling out during the quarter.
  • Kilter Group sold 2,074 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $13.2K.
  • Kilter Group first reported a position in BNY Mellon Strategic Municipals in Q3 2025 and held it in 2 quarters.
  • Kilter Group's BNY Mellon Strategic Municipals position peaked at $13.2K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.