Northwestern Mutual Wealth Management
LEO

Northwestern Mutual Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Northwestern Mutual Wealth Management’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
-1,200
Closed -$7.63K – 4325
2025
Q4 		$7.63K Buy
1,200
+880
+275% +$5.52K ﹤0.01% 3086
2025
Q3 		$2K Buy
+320
New +$1.91K ﹤0.01% 3386
2025
Q2 		– Sell
-870
Closed -$5.32K – 3851
2025
Q1 		$5.32K Hold
870
– – ﹤0.01% 2935
2024
Q4 		$5.25K Sell
870
-7,367
-89% -$46.5K ﹤0.01% 2943
2024
Q3 		$53.6K Buy
8,237
+5,942
+259% +$37.6K ﹤0.01% 2127
2024
Q2 		$14K Sell
2,295
-575
-20% -$3.44K ﹤0.01% 2528
2024
Q1 		$17.5K Buy
2,870
+2,000
+230% +$12K ﹤0.01% 2459
2023
Q4 		$5.1K Sell
870
-3,780
-81% -$20.8K ﹤0.01% 2854
2023
Q3 		$24.8K Buy
+4,650
New +$27.1K ﹤0.01% 2242
2022
Q4 		– Sell
-60,066
Closed -$366K – 3410
2022
Q3 		$366K Sell
60,066
-4,643
-7% -$31K ﹤0.01% 1183
2022
Q2 		$425K Buy
64,709
+29,990
+86% +$203K ﹤0.01% 1107
2022
Q1 		$249K Buy
34,719
+25,632
+282% +$196K ﹤0.01% 1345
2021
Q4 		$77K Hold
9,087
– – ﹤0.01% 1817
2021
Q3 		$79K Hold
9,087
– – ﹤0.01% 1728
2021
Q2 		$82K Hold
9,087
– – ﹤0.01% 1677
2021
Q1 		$78K Hold
9,087
– – ﹤0.01% 1581
2020
Q4 		$77K Hold
9,087
– – ﹤0.01% 1501
2020
Q3 		$75K Hold
9,087
– – ﹤0.01% 1373
2020
Q2 		$71K Hold
9,087
– – ﹤0.01% 1341
2020
Q1 		$68K Hold
9,087
– – ﹤0.01% 1260
2019
Q4 		$77K Hold
9,087
– – ﹤0.01% 1287
2019
Q3 		$78K Sell
9,087
-22,226
-71% -$188K ﹤0.01% 1250
2019
Q2 		$256K Hold
31,313
– – ﹤0.01% 814
2019
Q1 		$247K Hold
31,313
– – ﹤0.01% 798
2018
Q4 		$225K Hold
31,313
– – ﹤0.01% 763
2018
Q3 		$235K Buy
31,313
+20,126
+180% +$154K ﹤0.01% 758
2018
Q2 		$86K Buy
11,187
+9,087
+433% +$69.4K ﹤0.01% 1046
2018
Q1 		$16K Hold
2,100
– – ﹤0.01% 1609
2017
Q4 		$18K Hold
2,100
– – ﹤0.01% 1542
2017
Q3 		$18K Hold
2,100
– – ﹤0.01% 1495
2017
Q2 		$19K Sell
2,100
-3,125
-60% -$27.5K ﹤0.01% 1412
2017
Q1 		$45K Buy
5,225
+3,125
+149% +$26.9K ﹤0.01% 1063
2016
Q4 		$18K Buy
+2,100
New +$18K ﹤0.01% 1401
2016
Q2 		– Sell
-1,676
Closed -$15K – 2168
2016
Q1 		$15K Hold
1,676
– – ﹤0.01% 1296
2015
Q4 		$14K Hold
1,676
– – ﹤0.01% 1101
2015
Q3 		$14K Buy
+1,676
New +$13.5K ﹤0.01% 1021

Other funds holding LEO

SCM
Saba Capital Management New York $3.62B AUM 12.96% 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 0.79% 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 2.14% 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

Northwestern Mutual Wealth Management's LEO Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of BNY Mellon Strategic Municipals (LEO) in Q1 2026, closing a stake of 1,200 shares — an estimated $7.63K sold.

Northwestern Mutual Wealth Management first reported a position in LEO in Q3 2015 and held it in 36 quarters. The position peaked at $425K in Q2 2022. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Northwestern Mutual Wealth Management reported no remaining BNY Mellon Strategic Municipals position as of Q1 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,200 BNY Mellon Strategic Municipals shares in Q1 2026, an estimated $7.63K.
  • Northwestern Mutual Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q3 2015 and held it in 36 quarters.
  • Northwestern Mutual Wealth Management's BNY Mellon Strategic Municipals position peaked at $425K in Q2 2022.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.