Carson Wealth (CWM LLC)
DMO

Carson Wealth (CWM LLC)’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q3 		– Sell
-378
Closed -$5K – 5323
2025
Q2 		$5K Hold
378
– – ﹤0.01% 4597
2025
Q1 		$4K Hold
378
– – ﹤0.01% 4523
2024
Q4 		$4K Hold
378
– – ﹤0.01% 4289
2024
Q3 		$5K Hold
378
– – ﹤0.01% 4084
2024
Q2 		$5K Hold
378
– – ﹤0.01% 3851
2024
Q1 		$4K Hold
378
– – ﹤0.01% 3746
2023
Q4 		$4K Hold
378
– – ﹤0.01% 3585
2023
Q3 		$4K Hold
378
– – ﹤0.01% 3546
2023
Q2 		$4K Buy
378
+96
+34% +$1K ﹤0.01% 3513
2023
Q1 		$3K Buy
+282
New +$3.1K ﹤0.01% 3482

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DMO Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q3 2025, closing a stake of 378 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in DMO in Q1 2023 and held it in 10 quarters. The position peaked at $5K in Q2 2025. 43 funds tracked by Wall St. Rank hold DMO as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Western Asset Mortgage Opportunity Fund position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 378 Western Asset Mortgage Opportunity Fund shares in Q3 2025, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2023 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s Western Asset Mortgage Opportunity Fund position peaked at $5K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.