SWM
DMO

SeaCrest Wealth Management’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

SeaCrest Wealth Management’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 		$277K Sell
25,887
-5,393
-17% -$58.9K 0.03% 436
2026
Q1 		$336K Sell
31,280
-1,092
-3% -$12K 0.04% 441
2025
Q4 		$356K Sell
32,372
-1,528
-5% -$17.9K 0.04% 417
2025
Q3 		$404K Buy
33,900
+104
+0.3% +$1.24K 0.04% 371
2025
Q2 		$404K Sell
33,796
-1,257
-4% -$14.6K 0.04% 374
2025
Q1 		$414K Buy
35,053
+2,030
+6% +$23.9K 0.05% 383
2024
Q4 		$390K Buy
33,023
+5,859
+22% +$70.7K 0.04% 414
2024
Q3 		$325K Buy
27,164
+4,706
+21% +$56.8K 0.04% 466
2024
Q2 		$268K Buy
22,458
+1,209
+6% +$14.1K 0.03% 496
2024
Q1 		$249K Buy
21,249
+1,626
+8% +$18.5K 0.03% 503
2023
Q4 		$217K Buy
19,623
+153
+0.8% +$1.64K 0.03% 559
2023
Q3 		$209K Sell
19,470
-1,240
-6% -$13.5K 0.03% 559
2023
Q2 		$219K Buy
20,710
+863
+4% +$9.03K 0.03% 552
2023
Q1 		$207K Buy
19,847
+1,780
+10% +$19.5K 0.03% 578
2022
Q4 		$195K Buy
18,067
+1,776
+11% +$19.3K 0.03% 575
2022
Q3 		$181K Sell
16,291
-375
-2% -$4.49K 0.03% 557
2022
Q2 		$195K Sell
16,666
-859
-5% -$10.5K 0.02% 616
2022
Q1 		$234K Buy
+17,525
New +$251K 0.03% 602

Other funds holding DMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
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

SeaCrest Wealth Management's DMO Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Western Asset Mortgage Opportunity Fund (DMO) stake by 17% in Q2 2026, selling an estimated $58.9K and leaving 25,887 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #436.

SeaCrest Wealth Management first reported a position in DMO in Q1 2022 and has held it in 18 quarters since. The position peaked at $414K in Q1 2025. 44 funds tracked by Wall St. Rank hold DMO as of Q2 2026.

  • SeaCrest Wealth Management held 25,887 shares of Western Asset Mortgage Opportunity Fund worth $277K as of Q2 2026.
  • SeaCrest Wealth Management sold 5,393 Western Asset Mortgage Opportunity Fund shares in Q2 2026, an estimated $58.9K.
  • Western Asset Mortgage Opportunity Fund made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #436 holding.
  • SeaCrest Wealth Management first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2022 and has held it in 18 quarters since.
  • SeaCrest Wealth Management's Western Asset Mortgage Opportunity Fund position peaked at $414K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.