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

CoreCap 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
Q3 		– Sell
-2,700
Closed -$16.6K – 3212
2026
Q2 		$16.6K Buy
+2,700
New +$16.4K ﹤0.01% 1879
2022
Q1 		– Sell
-3,685
Closed -$31K – 930
2021
Q4 		$31K Buy
+3,685
New +$30.1K ﹤0.01% 1159

Other funds holding DSM

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors's DSM Position: Q3 2026 in Review

CoreCap Advisors sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q3 2026, closing a stake of 2,700 shares — an estimated $16.6K sold.

CoreCap Advisors first reported a position in DSM in Q4 2021 and held it in 2 quarters. The position peaked at $31K in Q4 2021. 4 funds tracked by Wall St. Rank hold DSM as of Q3 2026.

  • CoreCap Advisors reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 2,700 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2026, an estimated $16.6K.
  • CoreCap Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2021 and held it in 2 quarters.
  • CoreCap Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $31K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.