GWSG
KSM

GPS Wealth Strategies Group’s DWS Strategic Municipal Income Trust KSM Stock Holding History

GPS Wealth Strategies Group’s Portfolio KSM Stock Details KSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-684
Closed -$5.92K – 1314
2023
Q4 		$5.92K Sell
684
-422
-38% -$3.36K ﹤0.01% 950
2023
Q3 		$8.33K Hold
1,106
– – ﹤0.01% 876
2023
Q2 		$9.39K Hold
1,106
– – ﹤0.01% 858
2023
Q1 		$9.38K Buy
+1,106
New +$9.38K ﹤0.01% 851
2022
Q4 		– Sell
-422
Closed -$3K – 1147
2022
Q3 		$3K Hold
422
– – ﹤0.01% 1016
2022
Q2 		$4K Hold
422
– – ﹤0.01% 955
2022
Q1 		$4K Buy
+422
New +$4.65K ﹤0.01% 915

Other funds holding KSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GPS Wealth Strategies Group's KSM Position: Q1 2024 in Review

GPS Wealth Strategies Group sold out of DWS Strategic Municipal Income Trust (KSM) in Q1 2024, closing a stake of 684 shares — an estimated $5.92K sold.

GPS Wealth Strategies Group first reported a position in KSM in Q1 2022 and held it in 7 quarters. The position peaked at $9.39K in Q2 2023. 34 funds tracked by Wall St. Rank hold KSM as of Q1 2024.

  • GPS Wealth Strategies Group reported no remaining DWS Strategic Municipal Income Trust position as of Q1 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 684 DWS Strategic Municipal Income Trust shares in Q1 2024, an estimated $5.92K.
  • GPS Wealth Strategies Group first reported a position in DWS Strategic Municipal Income Trust in Q1 2022 and held it in 7 quarters.
  • GPS Wealth Strategies Group's DWS Strategic Municipal Income Trust position peaked at $9.39K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held DWS Strategic Municipal Income Trust as of Q1 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2024, filed 30 Apr 2024.