Advisornet Financial’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Advisornet Financial’s Portfolio HIO Stock Details HIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,500	Closed	-$9.82K	–	2208
2024 Q4	$9.82K	Hold	2,500	–	–	﹤0.01%	1331
2024 Q3	$10.1K	Hold	2,500	–	–	﹤0.01%	1412
2024 Q2	$9.53K	Hold	2,500	–	–	﹤0.01%	1325
2024 Q1	$9.75K	Hold	2,500	–	–	﹤0.01%	1294
2023 Q4	$9.65K	Hold	2,500	–	–	﹤0.01%	1313
2023 Q3	$9.1K	Hold	2,500	–	–	﹤0.01%	1264
2023 Q2	$9.45K	Hold	2,500	–	–	﹤0.01%	1339
2023 Q1	$9.53K	Hold	2,500	–	–	﹤0.01%	1314
2022 Q4	$9.88K	Hold	2,500	–	–	﹤0.01%	1301
2022 Q3	$9K	Hold	2,500	–	–	﹤0.01%	1368
2022 Q2	$10K	Hold	2,500	–	–	﹤0.01%	1337
2022 Q1	$11K	Buy	+2,500	New	+$11.7K	﹤0.01%	1412

Other funds holding HIO

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Advisornet Financial's HIO Position: Q1 2025 in Review

Advisornet Financial sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2025, closing a stake of 2,500 shares — an estimated $9.82K sold.

Advisornet Financial first reported a position in HIO in Q1 2022 and held it in 12 quarters. The position peaked at $11K in Q1 2022. 97 funds tracked by Wall St. Rank hold HIO as of Q1 2025.

Advisornet Financial reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2025 after selling out during the quarter.
Advisornet Financial sold 2,500 Western Asset High Income Opportunity Fund shares in Q1 2025, an estimated $9.82K.
Advisornet Financial first reported a position in Western Asset High Income Opportunity Fund in Q1 2022 and held it in 12 quarters.
Advisornet Financial's Western Asset High Income Opportunity Fund position peaked at $11K in Q1 2022.
97 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.