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
Q2 		$116K Sell
18,816
-81
-0.4% -$493 ﹤0.01% 4641
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 $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers's DSM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 0.43% in Q2 2026, selling an estimated $493 and leaving 18,816 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #4641.

Cetera Investment Advisers first reported a position in DSM in Q4 2022 and has held it in 13 quarters since. The position peaked at $382K in Q1 2024. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

  • Cetera Investment Advisers held 18,816 shares of BNY Mellon Strategic Municipal Bond Fund worth $116K as of Q2 2026.
  • Cetera Investment Advisers sold 81 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $493.
  • BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4641 holding.
  • Cetera Investment Advisers first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2022 and has held it in 13 quarters since.
  • Cetera Investment Advisers's BNY Mellon Strategic Municipal Bond Fund position peaked at $382K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.