Fortis Group Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Fortis Group Advisors’s Portfolio WIA Stock Details WIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.04K	Hold	866	–	–	﹤0.01%	423
2026 Q1	$7K	Hold	866	–	–	﹤0.01%	413
2025 Q4	$7.16K	Hold	866	–	–	﹤0.01%	406
2025 Q3	$7.29K	Hold	866	–	–	﹤0.01%	364
2025 Q2	$7.27K	Hold	866	–	–	﹤0.01%	354
2025 Q1	$7.23K	Hold	866	–	–	﹤0.01%	321
2024 Q4	$6.93K	Hold	866	–	–	﹤0.01%	334
2024 Q3	$7.4K	Hold	866	–	–	﹤0.01%	325
2024 Q2	$6.94K	Hold	866	–	–	﹤0.01%	328
2024 Q1	$7.05K	Sell	866 -866	-50%	-$7.01K	﹤0.01%	344
2023 Q4	$14.1K	Buy	1,732 +866	+100%	+$6.85K	﹤0.01%	266
2023 Q3	$6.77K	Buy	+866	New	+$7.14K	﹤0.01%	258
2020 Q3	$10K	Buy	+866	New	+$10.9K	﹤0.01%	290

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fortis Group Advisors's WIA Position: Q2 2026 in Review

Fortis Group Advisors held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q2 2026 at 866 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Fortis Group Advisors first reported a position in WIA in Q3 2020 and has held it in 13 quarters since. The position peaked at $14.1K in Q4 2023. 52 funds tracked by Wall St. Rank hold WIA as of Q2 2026.

Fortis Group Advisors held 866 shares of Western Asset Inflation-Linked Income Fund worth $7.04K as of Q2 2026.
Fortis Group Advisors left its Western Asset Inflation-Linked Income Fund share count unchanged in Q2 2026.
Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #423 holding.
Fortis Group Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Western Asset Inflation-Linked Income Fund position peaked at $14.1K in Q4 2023.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.