KAS
DMO

Kestra Advisory Services’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,187
Closed -$24.2K – 3428
2025
Q4 		$24.2K Buy
+2,187
New +$25.6K ﹤0.01% 4402

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Kestra Advisory Services's DMO Position: Q1 2026 in Review

Kestra Advisory Services sold out of Western Asset Mortgage Opportunity Fund (DMO) in Q1 2026, closing a stake of 2,187 shares — an estimated $24.2K sold.

Kestra Advisory Services first reported a position in DMO in Q4 2025 and held it in 1 quarter. The position peaked at $24.2K in Q4 2025. 44 funds tracked by Wall St. Rank hold DMO as of Q1 2026.

  • Kestra Advisory Services reported no remaining Western Asset Mortgage Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,187 Western Asset Mortgage Opportunity Fund shares in Q1 2026, an estimated $24.2K.
  • Kestra Advisory Services first reported a position in Western Asset Mortgage Opportunity Fund in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Western Asset Mortgage Opportunity Fund position peaked at $24.2K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.