Focus Partners Wealth
DSM

Focus Partners Wealth’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Focus Partners Wealth’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
Q1 		– Sell
-50,000
Closed -$291K – 1940
2024
Q4 		$291K Hold
50,000
– – ﹤0.01% 1568
2024
Q3 		$312K Buy
+50,000
New +$303K ﹤0.01% 1310

Other funds holding DSM

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth's DSM Position: Q1 2025 in Review

Focus Partners Wealth sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2025, closing a stake of 50,000 shares — an estimated $291K sold.

Focus Partners Wealth first reported a position in DSM in Q3 2024 and held it in 2 quarters. The position peaked at $312K in Q3 2024. 96 funds tracked by Wall St. Rank hold DSM as of Q1 2025.

  • Focus Partners Wealth reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 50,000 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2025, an estimated $291K.
  • Focus Partners Wealth first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q3 2024 and held it in 2 quarters.
  • Focus Partners Wealth's BNY Mellon Strategic Municipal Bond Fund position peaked at $312K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.