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

Darwin 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
2026 Q1	$6.01K	Hold	1,000	–	–	﹤0.01%	404
2025 Q4	$6.17K	Hold	1,000	–	–	﹤0.01%	424
2025 Q3	$5.92K	Hold	1,000	–	–	﹤0.01%	419
2025 Q2	$5.6K	Hold	1,000	–	–	﹤0.01%	406
2025 Q1	$5.81K	Hold	1,000	–	–	﹤0.01%	425
2024 Q4	$5.81K	Hold	1,000	–	–	﹤0.01%	425
2024 Q3	$6.23K	Buy	+1,000	New	+$6.07K	﹤0.01%	428
2020 Q2	–	Sell	-1,000	Closed	-$7K	–	299
2020 Q1	$7K	Buy	+1,000	New	+$7.78K	﹤0.01%	538

Other funds holding DSM

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return