JWA
DMO

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

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
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 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.

8 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.
  • 8 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.