Fortitude Advisory Group’s BNY Mellon Municipal Income DMF Stock Holding History

Fortitude Advisory Group’s Portfolio DMF Stock Details DMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,191	Closed	-$17K	–	475
2022 Q1	$17K	Hold	2,191	–	–	0.01%	877
2021 Q4	$19K	Buy	+2,191	New	+$19.6K	0.01%	852

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortitude Advisory Group's DMF Position: Q2 2022 in Review

Fortitude Advisory Group sold out of BNY Mellon Municipal Income (DMF) in Q2 2022, closing a stake of 2,191 shares — an estimated $17K sold.

Fortitude Advisory Group first reported a position in DMF in Q4 2021 and held it in 2 quarters. The position peaked at $19K in Q4 2021. 53 funds tracked by Wall St. Rank hold DMF as of Q2 2022.

Fortitude Advisory Group reported no remaining BNY Mellon Municipal Income position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 2,191 BNY Mellon Municipal Income shares in Q2 2022, an estimated $17K.
Fortitude Advisory Group first reported a position in BNY Mellon Municipal Income in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's BNY Mellon Municipal Income position peaked at $19K in Q4 2021.
53 funds tracked by Wall St. Rank held BNY Mellon Municipal Income as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.