Advisor OS’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Advisor OS’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 Q1	$65.3K	Buy	+10,864	New	+$66.3K	﹤0.01%	568
2025 Q4	–	Sell	-16,341	Closed	-$96.7K	–	505
2025 Q3	$96.7K	Sell	16,341 -5,200	-24%	-$29.5K	0.01%	463
2025 Q2	$121K	Sell	21,541 -3,389	-14%	-$19K	0.01%	444
2025 Q1	$144K	Buy	24,930 +1,553	+7%	+$9.14K	0.02%	417
2024 Q4	$136K	Buy	23,377 +273	+1%	+$1.65K	0.02%	402
2024 Q3	$144K	Buy	23,104 +2,138	+10%	+$13K	0.01%	400
2024 Q2	$125K	Buy	20,966 +1,955	+10%	+$11.2K	0.01%	382
2024 Q1	$111K	Buy	19,011 +470	+3%	+$2.71K	0.01%	382
2023 Q4	$106K	Buy	18,541 +115	+0.6%	+$600	0.01%	337
2023 Q3	$91.6K	Buy	18,426 +6,663	+57%	+$36.6K	0.01%	284
2023 Q2	$67K	Buy	11,763 +179	+2%	+$1.02K	0.01%	297
2023 Q1	$69.6K	Buy	11,584 +48	+0.4%	+$281	0.02%	240
2022 Q4	$66.7K	Buy	11,536 +177	+2%	+$1K	0.02%	213
2022 Q3	$64K	Buy	+11,359	New	+$72.1K	0.02%	199
2021 Q2	–	Sell	-11,899	Closed	-$93K	–	226
2021 Q1	$93K	Buy	+11,899	New	+$93.1K	0.02%	196

Other funds holding DSM

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return