HBW ADVISORY SERVICES LLC
Position in WIW — Western Asset Inflation-Linked Opportunities & Income Fund
CIK 1790525
SIMI VALLEY, CA
Position in WIW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$609,445
-$4,353 QoQ
Shares Held
72,553
0.0% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#42
of 100 holders
Holding Since
Jun 2025
5 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, 2026HBW ADVISORY SERVICES LLC holds $8,218,195 across 6 Asset Management names. WIW ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
|
111,666 | $4,547,039 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
30,655 | $1,233,250 | |
| 3 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
81,057 | $997,811 | |
| 4 | WIW |
Western Asset Inflation-Linked Opportunities & Income Fund
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|
72,553 | $609,445 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
25,787 | $430,642 | |
| 6 | BLK |
BlackRock, Inc.
|
416 | $400,008 |
All Filings in WIW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,445 | 72,553 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $613,798 | 72,553 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $619,493 | 72,118 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $445,060 | 50,063 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $123,498 | 14,098 | Shares | Sole | 2025-07-02 | |
| No filing history on record for this holder in this stock. | ||||||