Cetera Investment Advisers
DSM

Cetera Investment Advisers’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Cetera Investment Advisers’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 		$114K Buy
18,897
+20
+0.1% +$122 ﹤0.01% 4418
2025
Q4 		$116K Buy
18,877
+240
+1% +$1.44K ﹤0.01% 4362
2025
Q3 		$110K Sell
18,637
-35
-0.2% -$199 ﹤0.01% 4307
2025
Q2 		$105K Buy
18,672
+160
+0.9% +$897 ﹤0.01% 3878
2025
Q1 		$107K Buy
+18,512
New +$109K ﹤0.01% 3763
2024
Q3 		– Sell
-20,890
Closed -$124K – 3779
2024
Q2 		$124K Sell
20,890
-44,331
-68% -$254K ﹤0.01% 3476
2024
Q1 		$382K Buy
65,221
+40,877
+168% +$235K ﹤0.01% 2822
2023
Q4 		$139K Buy
24,344
+116
+0.5% +$606 ﹤0.01% 2104
2023
Q3 		$120K Sell
24,228
-12,013
-33% -$65.9K ﹤0.01% 2071
2023
Q2 		$207K Sell
36,241
-9,331
-20% -$53.4K ﹤0.01% 1969
2023
Q1 		$274K Sell
45,572
-3,219
-7% -$18.8K ﹤0.01% 1754
2022
Q4 		$282K Buy
+48,791
New +$276K ﹤0.01% 1703

Other funds holding DSM

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
BI
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return