JFS Wealth Advisors’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

JFS Wealth Advisors’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	$343	Buy	+32	New	+$350	﹤0.01%	2037

Other funds holding DMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JFS Wealth Advisors's DMO Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Western Asset Mortgage Opportunity Fund (DMO) in Q2 2026: 32 shares worth $343. The stake represents ﹤0.01% of the portfolio and ranks #2037 among its holdings.

43 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

JFS Wealth Advisors held 32 shares of Western Asset Mortgage Opportunity Fund worth $343 as of Q2 2026.
Western Asset Mortgage Opportunity Fund was a new JFS Wealth Advisors position in Q2 2026.
Western Asset Mortgage Opportunity Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2037 holding.
43 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.