Arkos Global Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Arkos Global Advisors’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	$30K	Buy	+5,046	New	+$30.8K	﹤0.01%	192
2025 Q2	–	Sell	-11,752	Closed	-$68K	–	134
2025 Q1	$68K	Sell	11,752 -22,250	-65%	-$131K	0.01%	127
2024 Q4	$198K	Sell	34,002 -1,998	-6%	-$12.1K	0.03%	128
2024 Q3	$224K	Hold	36,000	–	–	0.03%	120
2024 Q2	$214K	Hold	36,000	–	–	0.03%	124
2024 Q1	$211K	Hold	36,000	–	–	0.04%	139
2023 Q4	$206K	Buy	36,000 +18,000	+100%	+$94K	0.04%	102
2023 Q3	$89K	Buy	+18,000	New	+$98.8K	0.02%	99

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