IAS
BWG

Integrity Advisory Solutions’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Integrity Advisory Solutions’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
Q2 		– Sell
-12,618
Closed -$96.8K – 340
2026
Q1 		$96.8K Buy
12,618
+1,605
+15% +$13.3K 0.01% 271
2025
Q4 		$92.2K Buy
+11,013
New +$93.4K 0.01% 245

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrity Advisory Solutions's BWG Position: Q2 2026 in Review

Integrity Advisory Solutions sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q2 2026, closing a stake of 12,618 shares — an estimated $96.8K sold.

Integrity Advisory Solutions first reported a position in BWG in Q4 2025 and held it in 2 quarters. The position peaked at $96.8K in Q1 2026. 48 funds tracked by Wall St. Rank hold BWG as of Q2 2026.

  • Integrity Advisory Solutions reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Integrity Advisory Solutions sold 12,618 BrandywineGLOBAL Global Income Opportunities Fund shares in Q2 2026, an estimated $96.8K.
  • Integrity Advisory Solutions first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q4 2025 and held it in 2 quarters.
  • Integrity Advisory Solutions's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $96.8K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.