AWM
DSM

Activest Wealth Management’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Activest Wealth Management’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,500
Closed -$9.02K – 1387
2026
Q1 		$9.02K Buy
+1,500
New +$9.16K ﹤0.01% 708
2025
Q4 		– Sell
-1,500
Closed -$8.88K – 1184
2025
Q3 		$8.88K Hold
1,500
– – ﹤0.01% 532
2025
Q2 		$8.4K Hold
1,500
– – ﹤0.01% 464
2025
Q1 		$8.65K Hold
1,500
– – ﹤0.01% 423
2024
Q4 		$8.71K Hold
1,500
– – ﹤0.01% 332
2024
Q3 		$9.35K Buy
+1,500
New +$9.1K ﹤0.01% 324

Other funds holding DSM

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Activest Wealth Management's DSM Position: Q2 2026 in Review

Activest Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2026, closing a stake of 1,500 shares — an estimated $9.02K sold.

Activest Wealth Management first reported a position in DSM in Q3 2024 and held it in 6 quarters. The position peaked at $9.35K in Q3 2024. 20 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Activest Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1,500 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $9.02K.
  • Activest Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2024 and held it in 6 quarters.
  • Activest Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $9.35K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.