WAM
LEO

Wolverine Asset Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Wolverine Asset 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 		$68.8K Buy
+10,931
New +$69.9K ﹤0.01% 1225
2025
Q1 		– Sell
-96,711
Closed -$584K – 1679
2024
Q4 		$584K Buy
96,711
+45,783
+90% +$289K 0.01% 838
2024
Q3 		$332K Sell
50,928
-152,066
-75% -$963K ﹤0.01% 947
2024
Q2 		$1.24M Sell
202,994
-24,241
-11% -$145K 0.01% 607
2024
Q1 		$1.39M Buy
227,235
+62,206
+38% +$372K 0.02% 572
2023
Q4 		$967K Buy
165,029
+86,174
+109% +$474K 0.01% 724
2023
Q3 		$420K Buy
+78,855
New +$460K ﹤0.01% 920
2022
Q2 		– Sell
-152,029
Closed -$1.09M – 2397
2022
Q1 		$1.09M Buy
152,029
+79,337
+109% +$607K 0.01% 713
2021
Q4 		$615K Buy
+72,692
New +$616K 0.01% 952
2020
Q2 		– Sell
-50,891
Closed -$379K – 1668
2020
Q1 		$379K Buy
+50,891
New +$425K 0.01% 747
2019
Q1 		– Sell
-169,957
Closed -$1.22M – 1569
2018
Q4 		$1.22M Sell
169,957
-67,795
-29% -$489K 0.01% 719
2018
Q3 		$1.78M Buy
237,752
+9,946
+4% +$76.1K 0.02% 623
2018
Q2 		$1.75M Buy
227,806
+59,873
+36% +$457K 0.02% 583
2018
Q1 		$1.29M Buy
+167,933
New +$1.35M 0.02% 677
2015
Q3 		– Sell
-20,562
Closed -$162K – 1911
2015
Q2 		$162K Sell
20,562
-10,268
-33% -$83.5K ﹤0.01% 957
2015
Q1 		$258K Sell
30,830
-20,392
-40% -$171K 0.01% 780
2014
Q4 		$419K Buy
+51,222
New +$422K 0.01% 715
2014
Q2 		– Sell
-5,286
Closed -$42K – 2443
2014
Q1 		$42K Buy
+5,286
New +$42.2K ﹤0.01% 1400

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

Wolverine Asset Management's LEO Position: Q1 2026 in Review

Wolverine Asset Management opened a new position in BNY Mellon Strategic Municipals (LEO) in Q1 2026: 10,931 shares worth $68.8K. The stake represents ﹤0.01% of the portfolio and ranks #1225 among its holdings. This is a return to the name: Wolverine Asset Management previously reported a position in LEO as recently as Q4 2024.

Wolverine Asset Management first reported a position in LEO in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.78M in Q3 2018. 96 funds tracked by Wall St. Rank hold LEO as of Q1 2026.

  • Wolverine Asset Management held 10,931 shares of BNY Mellon Strategic Municipals worth $68.8K as of Q1 2026.
  • BNY Mellon Strategic Municipals was a new Wolverine Asset Management position in Q1 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Wolverine Asset Management's portfolio in Q1 2026, its #1225 holding.
  • Wolverine Asset Management first reported a position in BNY Mellon Strategic Municipals in Q1 2014 and has held it in 18 quarters since.
  • Wolverine Asset Management's BNY Mellon Strategic Municipals position peaked at $1.78M in Q3 2018.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.