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 Q3	$376K	Buy	72,105 +1,070	+2%	+$6.18K	0.08%	132
2026 Q2	$437K	Buy	71,035 +1,571	+2%	+$9.6K	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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Opal Wealth Advisors's DSM Position: Q3 2026 in Review

Opal Wealth Advisors increased its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 1.5% in Q3 2026, buying an estimated $6.18K and bringing the position to 72,105 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #132.

Opal Wealth Advisors first reported a position in DSM in Q4 2020 and has held it in 10 quarters since. The position peaked at $826K in Q4 2020. 13 funds tracked by Wall St. Rank hold DSM as of Q3 2026.

Opal Wealth Advisors held 72,105 shares of BNY Mellon Strategic Municipal Bond Fund worth $376K as of Q3 2026.
Opal Wealth Advisors bought 1,070 BNY Mellon Strategic Municipal Bond Fund shares in Q3 2026, an estimated $6.18K.
BNY Mellon Strategic Municipal Bond Fund made up 0.08% of Opal Wealth Advisors's portfolio in Q3 2026, its #132 holding.
Opal Wealth Advisors first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q4 2020 and has held it in 10 quarters since.
Opal Wealth Advisors's BNY Mellon Strategic Municipal Bond Fund position peaked at $826K in Q4 2020.
13 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.