Avantax Advisory Services’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Avantax Advisory Services's HIO Position: Q2 2025 in Review

Avantax Advisory Services increased its Western Asset High Income Opportunity Fund (HIO) stake by 17% in Q2 2025, buying an estimated $7.33K and bringing the position to 13,194 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Avantax Advisory Services first reported a position in HIO in Q1 2021 and has held it in 15 quarters since. The position peaked at $61K in Q4 2021. 98 funds tracked by Wall St. Rank hold HIO as of Q2 2025.

• Avantax Advisory Services held 13,194 shares of Western Asset High Income Opportunity Fund worth $52.5K as of Q2 2025.
• Avantax Advisory Services bought 1,907 Western Asset High Income Opportunity Fund shares in Q2 2025, an estimated $7.33K.
• Western Asset High Income Opportunity Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2326 holding.
• Avantax Advisory Services first reported a position in Western Asset High Income Opportunity Fund in Q1 2021 and has held it in 15 quarters since.
• Avantax Advisory Services's Western Asset High Income Opportunity Fund position peaked at $61K in Q4 2021.
• 98 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.