AWS
HIO

Atria Wealth Solutions’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Atria Wealth Solutions’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
Q2 		$481K Sell
119,700
-2,000
-2% -$7.69K 0.01% 927
2025
Q1 		$488K Buy
121,700
+15,000
+14% +$60K 0.01% 1211
2024
Q4 		$419K Buy
106,700
+3,584
+3% +$14.2K ﹤0.01% 1361
2024
Q3 		$421K Sell
103,116
-1,600
-2% -$6.28K ﹤0.01% 1323
2024
Q2 		$402K Hold
104,716
– – ﹤0.01% 1339
2024
Q1 		$412K Buy
104,716
+73,300
+233% +$289K ﹤0.01% 1353
2023
Q4 		$121K Hold
31,416
– – ﹤0.01% 1841
2023
Q3 		$115K Hold
31,416
– – ﹤0.01% 1769
2023
Q2 		$119K Buy
31,416
+242
+0.8% +$917 ﹤0.01% 1770
2023
Q1 		$119K Buy
+31,174
New +$124K ﹤0.01% 1742

Other funds holding HIO

Morgan Stanley
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
FC
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return