ACP
DMO

Aviance Capital Partners’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Aviance Capital Partners’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
Q1 		$443K Buy
41,174
+626
+2% +$6.91K 0.05% 257
2025
Q4 		$448K Buy
40,548
+1,489
+4% +$17.4K 0.05% 256
2025
Q3 		$458K Buy
39,059
+916
+2% +$10.9K 0.05% 248
2025
Q2 		$455K Buy
38,143
+5,800
+18% +$67.5K 0.06% 234
2025
Q1 		$382K Buy
32,343
+6,665
+26% +$78.6K 0.05% 244
2024
Q4 		$303K Buy
25,678
+2,901
+13% +$35K 0.04% 262
2024
Q3 		$273K Sell
22,777
-6,154
-21% -$74.3K 0.04% 285
2024
Q2 		$345K Sell
28,931
-123
-0.4% -$1.44K 0.05% 242
2024
Q1 		$340K Sell
29,054
-563
-2% -$6.41K 0.05% 242
2023
Q4 		$331K Sell
29,617
-2,274
-7% -$24.3K 0.07% 201
2023
Q3 		$342K Buy
+31,891
New +$347K 0.08% 193

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Aviance Capital Partners's DMO Position: Q1 2026 in Review

Aviance Capital Partners increased its Western Asset Mortgage Opportunity Fund (DMO) stake by 1.5% in Q1 2026, buying an estimated $6.91K and bringing the position to 41,174 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #257.

Aviance Capital Partners first reported a position in DMO in Q3 2023 and has held it in 11 quarters since. The position peaked at $458K in Q3 2025. 44 funds tracked by Wall St. Rank hold DMO as of Q1 2026.

  • Aviance Capital Partners held 41,174 shares of Western Asset Mortgage Opportunity Fund worth $443K as of Q1 2026.
  • Aviance Capital Partners bought 626 Western Asset Mortgage Opportunity Fund shares in Q1 2026, an estimated $6.91K.
  • Western Asset Mortgage Opportunity Fund made up 0.05% of Aviance Capital Partners's portfolio in Q1 2026, its #257 holding.
  • Aviance Capital Partners first reported a position in Western Asset Mortgage Opportunity Fund in Q3 2023 and has held it in 11 quarters since.
  • Aviance Capital Partners's Western Asset Mortgage Opportunity Fund position peaked at $458K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.