WAP
DSM

Wealthcare Advisory Partners’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Wealthcare Advisory Partners’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
2025
Q2 		– Sell
-10,131
Closed -$58.5K – 982
2025
Q1 		$58.5K Hold
10,131
– – ﹤0.01% 897
2024
Q4 		$58.9K Hold
10,131
– – ﹤0.01% 883
2024
Q3 		$63.1K Hold
10,131
– – ﹤0.01% 868
2024
Q2 		$60.2K Hold
10,131
– – ﹤0.01% 814
2024
Q1 		$59.4K Sell
10,131
-1,755
-15% -$10.1K ﹤0.01% 793
2023
Q4 		$67.9K Sell
11,886
-3,730
-24% -$19.5K ﹤0.01% 741
2023
Q3 		$77.6K Sell
15,616
-3,442
-18% -$18.9K ﹤0.01% 689
2023
Q2 		$109K Buy
+19,058
New +$109K ﹤0.01% 709
2023
Q1 		– Sell
-46,013
Closed -$266K – 700
2022
Q4 		$266K Sell
46,013
-10,389
-18% -$58.8K 0.01% 567
2022
Q3 		$319K Buy
56,402
+43,152
+326% +$274K 0.02% 467
2022
Q2 		$82K Buy
+13,250
New +$86.1K 0.01% 554

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wealthcare Advisory Partners's DSM Position: Q2 2025 in Review

Wealthcare Advisory Partners sold out of BNY Mellon Strategic Municipal Bond Fund (DSM) in Q2 2025, closing a stake of 10,131 shares — an estimated $58.5K sold.

Wealthcare Advisory Partners first reported a position in DSM in Q2 2022 and held it in 11 quarters. The position peaked at $319K in Q3 2022. 92 funds tracked by Wall St. Rank hold DSM as of Q2 2025.

  • Wealthcare Advisory Partners reported no remaining BNY Mellon Strategic Municipal Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10,131 BNY Mellon Strategic Municipal Bond Fund shares in Q2 2025, an estimated $58.5K.
  • Wealthcare Advisory Partners first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2022 and held it in 11 quarters.
  • Wealthcare Advisory Partners's BNY Mellon Strategic Municipal Bond Fund position peaked at $319K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q2 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.