Advisory Services Network’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Advisory Services Network’s Portfolio DMO Stock Details DMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-166	Closed	-$1.78K	–	2798
2026 Q1	$1.78K	Buy	+166	New	+$1.83K	﹤0.01%	4167
2025 Q4	–	Sell	-1,589	Closed	-$18.6K	–	2437
2025 Q3	$18.6K	Buy	+1,589	New	+$18.9K	﹤0.01%	2984
2024 Q1	–	Sell	-7,533	Closed	-$84.1K	–	1997
2023 Q4	$84.1K	Buy	+7,533	New	+$80.6K	﹤0.01%	1738
2023 Q2	–	Sell	-8,474	Closed	-$88.6K	–	1996
2023 Q1	$88.6K	Hold	8,474	–	–	﹤0.01%	1721
2022 Q4	$91.3K	Buy	+8,474	New	+$92.1K	﹤0.01%	1673
2022 Q1	–	Sell	-10,077	Closed	-$153K	–	1469
2021 Q4	$153K	Sell	10,077 -243	-2%	-$3.83K	﹤0.01%	1333
2021 Q3	$160K	Sell	10,320 -5,563	-35%	-$88.1K	0.01%	1305
2021 Q2	$248K	Sell	15,883 -374	-2%	-$5.64K	0.01%	1168
2021 Q1	$238K	Sell	16,257 -501	-3%	-$7.24K	0.01%	1114
2020 Q4	$238K	Buy	16,758 +143	+0.9%	+$1.96K	0.01%	997
2020 Q3	$218K	Buy	16,615 +470	+3%	+$6.47K	0.01%	945
2020 Q2	$237K	Buy	16,145 +350	+2%	+$4.62K	0.01%	879
2020 Q1	$202K	Buy	15,795 +13,407	+561%	+$256K	0.01%	814
2019 Q4	$48K	Buy	+2,388	New	+$50.8K	﹤0.01%	1505

Other funds holding DMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Advisory Services Network's DMO Position: Q2 2026 in Review

Advisory Services Network sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q2 2026, closing a stake of 166 shares — an estimated $1.78K sold.

Advisory Services Network first reported a position in DMO in Q4 2019 and held it in 14 quarters. The position peaked at $248K in Q2 2021. 44 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

Advisory Services Network reported no remaining Western Asset Mortgage Opportunity Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 166 Western Asset Mortgage Opportunity Fund shares in Q2 2026, an estimated $1.78K.
Advisory Services Network first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2019 and held it in 14 quarters.
Advisory Services Network's Western Asset Mortgage Opportunity Fund position peaked at $248K in Q2 2021.
44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.