JOURNEY STRATEGIC WEALTH LLC
Position in DMO — Western Asset Mortgage Opportunity Fund Inc.
CIK 1909316
SUMMIT, NJ
Position in DMO
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$310,137
+$162,486 QoQ
Shares Held
28,850
+116.1% QoQ
Ownership
0.252%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $13,055,217 across 32 Asset Management names. DMO ranks #15 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,379 | $1,326,194 | |
| 2 | DLY |
DoubleLine Yield Opportunities Fund
|
89,111 | $1,240,425 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
53,300 | $911,963 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
25,411 | $900,565 | |
| 5 | CG |
Carlyle Group Inc.
|
17,474 | $845,565 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
31,387 | $765,528 | |
| 7 | PAXS |
PIMCO Access Income Fund
|
51,700 | $744,997 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1,377 | $611,935 |
All Filings in DMO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,137 | 28,850 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $147,651 | 13,350 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $279,522 | 23,850 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $159,399 | 13,350 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $400,107 | 33,850 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $151,630 | 12,850 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $137,655 | 11,500 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||