Dynamic Advisor Solutions LLC
Position in WIW — Western Asset Inflation-Linked Opportunities & Income Fund
CIK 1599747
PHOENIX, AZ
Position in WIW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$967,680
+$50,946 QoQ
Shares Held
115,200
+6.3% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#34
of 100 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $40,498,272 across 42 Asset Management names. WIW ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,498 | $6,248,216 | |
| 2 | ARES |
Ares Management Corp
|
53,717 | $5,979,239 | |
| 3 | PTY |
Pimco Corporate & Income Opportunity Fund
|
382,350 | $4,599,670 | |
| 4 | BHK |
Blackrock Core Bond Trust
|
479,508 | $4,397,088 | |
| 5 | NTRS |
Northern Trust Corp
|
13,867 | $2,410,639 | |
| 6 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
66,356 | $1,236,875 | |
| 7 | GOF |
Guggenheim Strategic Opportunities Fund
|
108,583 | $1,185,726 | |
| 8 | BPRE |
Bluerock Private Real Estate Fund
|
90,672 | $1,179,642 |
All Filings in WIW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,680 | 115,200 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $916,734 | 108,361 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $872,950 | 101,624 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $796,952 | 89,646 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $657,595 | 75,068 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $606,008 | 68,943 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $577,225 | 65,297 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $584,543 | 68,689 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $624,751 | 72,393 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $626,286 | 72,236 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $578,643 | 70,309 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $648,862 | 73,235 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $667,254 | 72,924 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $621,068 | 68,025 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $610,492 | 67,309 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $720,409 | 68,415 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $822,528 | 68,487 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $972,192 | 71,590 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $933,582 | 70,247 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $892,319 | 68,064 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $786,326 | 64,665 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $888,295 | 71,579 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $721,832 | 64,220 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $649,774 | 59,286 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $567,577 | 59,370 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||