Creative Planning

Position in LEO — Bny Mellon Strategic Municipals, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in LEO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$364,208

+$10,503 QoQ

Shares Held

56,379

+0.3% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#47

of 101 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. LEO ranks #103 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	436,815	$51,400,020
2	TROW	Price T Rowe Group Inc	420,488	$47,805,280
3	BN	BROOKFIELD Corp /ON/	885,994	$37,734,483
4	CGBD	Carlyle Secured Lending, Inc.	3,086,927	$32,505,340
5	BLK	BlackRock, Inc.	33,365	$32,082,448
6	BXSL	Blackstone Secured Lending Fund	1,288,752	$30,556,309
7			452,530	$23,508,932
8	STT	State Street Corp	137,249	$23,277,430

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,208	56,379	+0.3%	Shares	Sole	2026-08-13
2026-03-31	$353,705	56,233	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$357,355	56,188	+0.9%	Shares	Sole	2026-02-17
2025-09-30	$347,937	55,670	-7.1%	Shares	Sole	2025-11-14
2025-06-30	$354,631	59,904	+1.6%	Shares	Sole	2025-08-08
2025-03-31	$360,725	58,942	+36.6%	Shares	Sole	2025-05-15
2024-12-31	$260,716	43,165	+10.1%	Shares	Sole	2025-02-14
2024-09-30	$255,283	39,214	+0.5%	Shares	Sole	2024-10-11
2024-06-30	$238,728	39,008	+42.3%	Shares	Sole	2024-08-15
2024-03-31	$167,249	27,418	-26.6%	Shares	Sole	2024-05-13
2023-12-31	$218,824	37,342	+215.2%	Shares	Sole	2024-02-14
2020-06-30	$91,924	11,846	0.0%	Shares	Sole	2020-07-23
2020-03-31	$88,252	11,846	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.