Highline Wealth Partners’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Highline Wealth Partners’s Portfolio BWG Stock Details BWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.28K	Hold	330	–	–	﹤0.01%	1215
2026 Q2	$2.62K	Hold	330	–	–	﹤0.01%	1122
2026 Q1	$2.53K	Hold	330	–	–	﹤0.01%	1009
2025 Q4	$2.76K	Hold	330	–	–	﹤0.01%	780
2025 Q3	$2.86K	Buy	+330	New	+$2.83K	﹤0.01%	770

Other funds holding BWG

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Highline Wealth Partners's BWG Position: Q3 2026 in Review

Highline Wealth Partners held its BrandywineGLOBAL Global Income Opportunities Fund (BWG) position steady in Q3 2026 at 330 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Highline Wealth Partners first reported a position in BWG in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.86K in Q3 2025. 22 funds tracked by Wall St. Rank hold BWG as of Q3 2026.

Highline Wealth Partners held 330 shares of BrandywineGLOBAL Global Income Opportunities Fund worth $2.28K as of Q3 2026.
Highline Wealth Partners left its BrandywineGLOBAL Global Income Opportunities Fund share count unchanged in Q3 2026.
BrandywineGLOBAL Global Income Opportunities Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1215 holding.
Highline Wealth Partners first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $2.86K in Q3 2025.
22 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.