KAS
GDO

Kestra Advisory Services’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Kestra Advisory Services’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,140
Closed -$84.3K – 3611
2025
Q4 		$84.3K Buy
+7,140
New +$83.8K ﹤0.01% 3565
2024
Q4 		– Sell
-18,043
Closed -$232K – 2720
2024
Q3 		$232K Sell
18,043
-3,007
-14% -$38K ﹤0.01% 2270
2024
Q2 		$257K Sell
21,050
-809
-4% -$9.87K ﹤0.01% 2214
2024
Q1 		$273K Sell
21,859
-2,798
-11% -$35.2K ﹤0.01% 2065
2023
Q4 		$315K Buy
24,657
+2,500
+11% +$29.7K ﹤0.01% 1814
2023
Q3 		$263K Sell
22,157
-1,716
-7% -$21K ﹤0.01% 1756
2023
Q2 		$295K Buy
23,873
+2,373
+11% +$29.4K ﹤0.01% 1635
2023
Q1 		$273K Sell
21,500
-12,392
-37% -$161K ﹤0.01% 1630
2022
Q4 		$433K Buy
33,892
+10,867
+47% +$133K ﹤0.01% 1497
2022
Q3 		$257K Buy
23,025
+1,011
+5% +$13.7K ﹤0.01% 1696
2022
Q2 		$299K Buy
22,014
+1,592
+8% +$22.7K ﹤0.01% 1627
2022
Q1 		$303K Buy
20,422
+5,840
+40% +$93.6K ﹤0.01% 1585
2021
Q4 		$255K Buy
14,582
+3,325
+30% +$58.8K ﹤0.01% 1709
2021
Q3 		$203K Buy
+11,257
New +$207K ﹤0.01% 1966

Other funds holding GDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

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

Kestra Advisory Services sold out of Western Asset Global Corporate Defined Opportunity Fund (GDO) in Q1 2026, closing a stake of 7,140 shares — an estimated $84.3K sold.

Kestra Advisory Services first reported a position in GDO in Q3 2021 and held it in 14 quarters. The position peaked at $433K in Q4 2022. 32 funds tracked by Wall St. Rank hold GDO as of Q1 2026.

  • Kestra Advisory Services reported no remaining Western Asset Global Corporate Defined Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 7,140 Western Asset Global Corporate Defined Opportunity Fund shares in Q1 2026, an estimated $84.3K.
  • Kestra Advisory Services first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q3 2021 and held it in 14 quarters.
  • Kestra Advisory Services's Western Asset Global Corporate Defined Opportunity Fund position peaked at $433K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q1 2026.

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