KAS
DSM

Kestra Advisory Services’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Kestra Advisory Services’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 		– Sell
-3,733
Closed -$23K – 3439
2025
Q4 		$23K Buy
+3,733
New +$22.3K ﹤0.01% 4431
2024
Q4 		– Sell
-21,216
Closed -$132K – 2693
2024
Q3 		$132K Sell
21,216
-3,736
-15% -$22.7K ﹤0.01% 2437
2024
Q2 		$148K Buy
+24,952
New +$143K ﹤0.01% 2471
2021
Q4 		– Sell
-93,362
Closed -$745K – 2058
2021
Q3 		$745K Buy
+93,362
New +$779K 0.01% 1169
2021
Q1 		– Sell
-97,232
Closed -$755K – 1901
2020
Q4 		$755K Buy
+97,232
New +$731K 0.01% 1000

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Advisory Services's DSM Position: Q1 2026 in Review

Kestra Advisory Services sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q1 2026, closing a stake of 3,733 shares — an estimated $23K sold.

Kestra Advisory Services first reported a position in DSM in Q4 2020 and held it in 5 quarters. The position peaked at $755K in Q4 2020. 88 funds tracked by Wall St. Rank hold DSM as of Q1 2026.

  • Kestra Advisory Services reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,733 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2026, an estimated $23K.
  • Kestra Advisory Services first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2020 and held it in 5 quarters.
  • Kestra Advisory Services's BNY Mellon Strategic Municipal Bond Fund position peaked at $755K in Q4 2020.
  • 88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.