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 Q2	$437K	Buy	71,035 +1,571	+2%	+$9.56K	0.09%	119
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 $3.9B AUM 12.9% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

HWAM

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Opal Wealth Advisors's DSM Position: Q2 2026 in Review

Opal Wealth Advisors increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 2.3% in Q2 2026, buying an estimated $9.56K and bringing the position to 71,035 shares worth $437K. The position accounts for 0.09% of the portfolio, ranked #119.

Opal Wealth Advisors first reported a position in DSM in Q4 2020 and has held it in 9 quarters since. The position peaked at $826K in Q4 2020. 86 funds tracked by Wall St. Rank hold DSM as of Q2 2026.

Opal Wealth Advisors held 71,035 shares of BNY Mellon Strategic Municipal Bond Fund worth $437K as of Q2 2026.
Opal Wealth Advisors bought 1,571 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2026, an estimated $9.56K.
BNY Mellon Strategic Municipal Bond Fund made up 0.09% of Opal Wealth Advisors's portfolio in Q2 2026, its #119 holding.
Opal Wealth Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2020 and has held it in 9 quarters since.
Opal Wealth Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $826K in Q4 2020.
86 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.