FGA
WIA

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
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 $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return