Opal Wealth Advisors’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Opal Wealth Advisors’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	$417K	Sell	69,464 -11,541	-14%	-$70.5K	0.09%	111
2025 Q4	$500K	Buy	+81,005	New	+$485K	0.13%	96
2022 Q2	–	Sell	-14,506	Closed	-$103K	–	115
2022 Q1	$103K	Sell	14,506 -299	-2%	-$2.23K	0.09%	101
2021 Q4	$124K	Sell	14,805 -2,705	-15%	-$22.1K	0.08%	124
2021 Q3	$140K	Sell	17,510 -71,074	-80%	-$593K	0.13%	81
2021 Q2	$729K	Sell	88,584 -13,007	-13%	-$105K	0.68%	25
2021 Q1	$795K	Sell	101,591 -3,334	-3%	-$26.1K	0.86%	19
2020 Q4	$826K	Buy	+104,925	New	+$789K	1.04%	16

Other funds holding DSM

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Opal Wealth Advisors's DSM Position: Q1 2026 in Review

Opal Wealth Advisors reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 14% in Q1 2026, selling an estimated $70.5K and leaving 69,464 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #111.

Opal Wealth Advisors first reported a position in DSM in Q4 2020 and has held it in 8 quarters since. The position peaked at $826K in Q4 2020. 88 funds tracked by Wall St. Rank hold DSM as of Q1 2026.

Opal Wealth Advisors held 69,464 shares of BNY Mellon Strategic Municipal Bond Fund worth $417K as of Q1 2026.
Opal Wealth Advisors sold 11,541 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2026, an estimated $70.5K.
BNY Mellon Strategic Municipal Bond Fund made up 0.09% of Opal Wealth Advisors's portfolio in Q1 2026, its #111 holding.
Opal Wealth Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2020 and has held it in 8 quarters since.
Opal Wealth Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $826K in Q4 2020.
88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.