HWP
DMO

Highline Wealth Partners’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Highline Wealth 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
Q2 		$13.2K Hold
1,230
– – ﹤0.01% 489
2026
Q1 		$13.2K Hold
1,230
– – ﹤0.01% 387
2025
Q4 		$13.6K Hold
1,230
– – ﹤0.01% 330
2025
Q3 		$14.4K Buy
+1,230
New +$14.6K ﹤0.01% 346

Other funds holding DMO

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Highline Wealth Partners's DMO Position: Q2 2026 in Review

Highline Wealth Partners held its Western Asset Mortgage Opportunity Fund (DMO) position steady in Q2 2026 at 1,230 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Highline Wealth Partners first reported a position in DMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.4K in Q3 2025. 8 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

  • Highline Wealth Partners held 1,230 shares of Western Asset Mortgage Opportunity Fund worth $13.2K as of Q2 2026.
  • Highline Wealth Partners left its Western Asset Mortgage Opportunity Fund share count unchanged in Q2 2026.
  • Western Asset Mortgage Opportunity Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #489 holding.
  • Highline Wealth Partners first reported a position in Western Asset Mortgage Opportunity Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Western Asset Mortgage Opportunity Fund position peaked at $14.4K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.