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BOLTON SECURITIES CORPORATION’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$5.91K Buy
+550
New +$6.07K ﹤0.01% 1727
2025
Q3 		$6.45K Buy
+550
New +$6.54K ﹤0.01% 1649
2025
Q1 		$6.5K Buy
+550
New +$6.48K ﹤0.01% 1520

Other funds holding DMO

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LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Guggenheim Capital
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
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DMO Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Western Asset Mortgage Opportunity Fund (DMO) in Q1 2026: 550 shares worth $5.91K. The stake represents ﹤0.01% of the portfolio and ranks #1727 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in DMO as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in DMO in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.5K in Q1 2025. 45 funds tracked by Wall St. Rank hold DMO as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 550 shares of Western Asset Mortgage Opportunity Fund worth $5.91K as of Q1 2026.
  • Western Asset Mortgage Opportunity Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Western Asset Mortgage Opportunity Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1727 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Western Asset Mortgage Opportunity Fund in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Western Asset Mortgage Opportunity Fund position peaked at $6.5K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Western Asset Mortgage Opportunity Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.