Opal Wealth Advisors, LLC

Position in DSM — Bny Mellon Strategic Municipal Bond Fund, Inc.

CIK 1844201 JERICHO, NY

Position in DSM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$436,865

+$19,387 QoQ

Shares Held

71,035

+2.3% QoQ

Ownership

0.144%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#34

of 86 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $13,845,378 across 12 Asset Management names. DSM ranks #7 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NCDL	Nuveen Churchill Direct Lending Corp.	634,271	$7,877,645
2	PSBD	Palmer Square Capital BDC Inc.	159,240	$1,659,280
3	NFJ	Virtus Dividend, Interest & Premium Strategy Fund	68,075	$1,034,059
4	RIV	Rivernorth Opportunities Fund, Inc.	68,882	$803,164
5	MEGI	NYLI CBRE Global Infrastructure Megatrends Term Fund	32,471	$493,559
6	FFA	First Trust Enhanced Equity Income Fund	20,626	$461,197
7	DSM	Bny Mellon Strategic Municipal Bond Fund, Inc. This page	71,035	$436,865
8	APO	Apollo Global Management, Inc.	2,373	$280,749

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$436,865	71,035	+2.3%	Shares	Sole	2026-07-20
2026-03-31	$417,478	69,464	-14.2%	Shares	Sole	2026-04-14
2025-12-31	$499,800	81,005	+458.4%	Shares	Sole	2026-01-26
2022-03-31	$102,557	14,506	-2.0%	Shares	Sole	2022-05-09
2021-12-31	$123,621	14,805	-15.4%	Shares	Sole	2022-01-31
2021-09-30	$139,729	17,510	-80.2%	Shares	Sole	2021-11-05
2021-06-30	$729,046	88,584	-12.8%	Shares	Sole	2021-08-02
2021-03-31	$795,457	101,591	-3.2%	Shares	Sole	2021-04-29
2020-12-31	$825,759	104,925	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.