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 New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Atria Wealth Solutions's HIO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Western Asset High Income Opportunity Fund (HIO) stake by 1.6% in Q2 2025, selling an estimated $7.69K and leaving 119,700 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #927.

Atria Wealth Solutions first reported a position in HIO in Q1 2023 and has held it in 10 quarters since. The position peaked at $488K in Q1 2025. 98 funds tracked by Wall St. Rank hold HIO as of Q2 2025.

Atria Wealth Solutions held 119,700 shares of Western Asset High Income Opportunity Fund worth $481K as of Q2 2025.
Atria Wealth Solutions sold 2,000 Western Asset High Income Opportunity Fund shares in Q2 2025, an estimated $7.69K.
Western Asset High Income Opportunity Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #927 holding.
Atria Wealth Solutions first reported a position in Western Asset High Income Opportunity Fund in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Western Asset High Income Opportunity Fund position peaked at $488K in Q1 2025.
98 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.