Sowell Financial Services’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Sowell Financial 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	$642K	Sell	59,635 -800	-1%	-$9.07K	0.02%	562
2025 Q4	$714K	Hold	60,435	–	–	0.03%	529
2025 Q3	$718K	Sell	60,435 -415	-0.7%	-$4.92K	0.03%	527
2025 Q2	$718K	Sell	60,850 -3,500	-5%	-$39.7K	0.03%	510
2025 Q1	$745K	Hold	64,350	–	–	0.03%	480
2024 Q4	$729K	Hold	64,350	–	–	0.04%	365
2024 Q3	$836K	Hold	64,350	–	–	0.04%	369
2024 Q2	$794K	Hold	64,350	–	–	0.04%	367
2024 Q1	$810K	Sell	64,350 -1,600	-2%	-$20.1K	0.04%	385
2023 Q4	$842K	Buy	65,950 +1,200	+2%	+$14.3K	0.05%	355
2023 Q3	$774K	Hold	64,750	–	–	0.05%	345
2023 Q2	$807K	Hold	64,750	–	–	0.05%	390
2023 Q1	$822K	Hold	64,750	–	–	0.06%	333
2022 Q4	$827K	Hold	64,750	–	–	0.05%	344
2022 Q3	$729K	Hold	64,750	–	–	0.07%	268
2022 Q2	$885K	Buy	64,750 +5,800	+10%	+$82.7K	0.08%	175
2022 Q1	$876K	Sell	58,950 -5,800	-9%	-$92.9K	0.15%	98
2021 Q4	$1.13M	Hold	64,750	–	–	0.06%	308
2021 Q3	$1.17M	Hold	64,750	–	–	0.08%	269
2021 Q2	$1.2M	Buy	64,750 +1,600	+3%	+$28.9K	0.08%	275
2021 Q1	$1.14M	Buy	+63,150	New	+$1.12M	0.04%	378
2020 Q1	–	Sell	-8	Closed	–	–	2520
2019 Q4	$0	Sell	8 -14	-64%	-$245	﹤0.01%	2565
2019 Q3	$0	Buy	+22	New	+$379	﹤0.01%	2405

Other funds holding GDO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Sowell Financial Services's GDO Position: Q1 2026 in Review

Sowell Financial Services reduced its Western Asset Global Corporate Defined Opportunity Fund (GDO) stake by 1.3% in Q1 2026, selling an estimated $9.07K and leaving 59,635 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #562.

Sowell Financial Services first reported a position in GDO in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.2M in Q2 2021. 32 funds tracked by Wall St. Rank hold GDO as of Q1 2026.

Sowell Financial Services held 59,635 shares of Western Asset Global Corporate Defined Opportunity Fund worth $642K as of Q1 2026.
Sowell Financial Services sold 800 Western Asset Global Corporate Defined Opportunity Fund shares in Q1 2026, an estimated $9.07K.
Western Asset Global Corporate Defined Opportunity Fund made up 0.02% of Sowell Financial Services's portfolio in Q1 2026, its #562 holding.
Sowell Financial Services first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q3 2019 and has held it in 23 quarters since.
Sowell Financial Services's Western Asset Global Corporate Defined Opportunity Fund position peaked at $1.2M in Q2 2021.
32 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.