AWM
DSM

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

Avior 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
2025
Q2 		– Sell
-46,581
Closed -$269K – 712
2025
Q1 		$269K Buy
46,581
+11,699
+34% +$68.9K 0.01% 578
2024
Q4 		$203K Sell
34,882
-376
-1% -$2.27K 0.01% 697
2024
Q3 		$220K Buy
35,258
+7,027
+25% +$42.6K 0.01% 669
2024
Q2 		$168K Buy
28,231
+4,326
+18% +$24.8K 0.01% 717
2024
Q1 		$140K Buy
23,905
+21,580
+928% +$124K 0.01% 822
2023
Q4 		$13.3K Hold
2,325
– – ﹤0.01% 946
2023
Q3 		$11.6K Buy
+2,325
New +$12.8K ﹤0.01% 1020

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Avior Wealth Management's DSM Position: Q2 2025 in Review

Avior Wealth Management sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2025, closing a stake of 46,581 shares — an estimated $269K sold.

Avior Wealth Management first reported a position in DSM in Q3 2023 and held it in 7 quarters. The position peaked at $269K in Q1 2025. 92 funds tracked by Wall St. Rank hold DSM as of Q2 2025.

  • Avior Wealth Management reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Avior Wealth Management sold 46,581 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2025, an estimated $269K.
  • Avior Wealth Management first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2023 and held it in 7 quarters.
  • Avior Wealth Management's BNY Mellon Strategic Municipal Bond Fund position peaked at $269K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.