Avantax Advisory Services’s BNY Mellon Municipal Bond Infrastructure Fund DMB Stock Holding History

Avantax Advisory Services’s Portfolio DMB Stock Details DMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,672	Closed	-$182K	–	1300
2021 Q4	$182K	Buy	12,672 +3	+0%	+$45	﹤0.01%	1182
2021 Q3	$197K	Buy	12,669 +2,089	+20%	+$32.2K	﹤0.01%	1114
2021 Q2	$156K	Buy	10,580 +6	+0.1%	+$88	﹤0.01%	1099
2021 Q1	$150K	Sell	10,574 -1,996	-16%	-$28.5K	﹤0.01%	985
2020 Q4	$176K	Sell	12,570 -3,598	-22%	-$49.4K	﹤0.01%	890
2020 Q3	$218K	Sell	16,168 -832	-5%	-$11.3K	﹤0.01%	1185
2020 Q2	$223K	Hold	17,000	–	–	0.01%	746
2020 Q1	$211K	Hold	17,000	–	–	0.01%	703
2019 Q4	$248K	Hold	17,000	–	–	0.01%	701
2019 Q3	$242K	Hold	17,000	–	–	0.01%	488
2019 Q2	$226K	Buy	+17,000	New	+$226K	0.01%	456

Other funds holding DMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's DMB Position: Q1 2022 in Review

Avantax Advisory Services sold out of BNY Mellon Municipal Bond Infrastructure Fund (DMB) in Q1 2022, closing a stake of 12,672 shares — an estimated $182K sold.

Avantax Advisory Services first reported a position in DMB in Q2 2019 and held it in 11 quarters. The position peaked at $248K in Q4 2019. 45 funds tracked by Wall St. Rank hold DMB as of Q1 2022.

Avantax Advisory Services reported no remaining BNY Mellon Municipal Bond Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
Avantax Advisory Services sold 12,672 BNY Mellon Municipal Bond Infrastructure Fund shares in Q1 2022, an estimated $182K.
Avantax Advisory Services first reported a position in BNY Mellon Municipal Bond Infrastructure Fund in Q2 2019 and held it in 11 quarters.
Avantax Advisory Services's BNY Mellon Municipal Bond Infrastructure Fund position peaked at $248K in Q4 2019.
45 funds tracked by Wall St. Rank held BNY Mellon Municipal Bond Infrastructure Fund as of Q1 2022.

Based on Avantax Advisory Services's 13F filing for Q1 2022, filed 27 Apr 2022.