B. Riley Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$49	Buy	+12,266	New	+$51.2K	﹤0.01%	729
2015 Q3	–	Sell	-602	Closed	-$3K	–	396
2015 Q2	$3K	Hold	602	–	–	﹤0.01%	921
2015 Q1	$3K	Hold	602	–	–	﹤0.01%	924
2014 Q4	$3K	Hold	602	–	–	﹤0.01%	905
2014 Q3	$3K	Hold	602	–	–	﹤0.01%	953
2014 Q2	$3K	Hold	602	–	–	﹤0.01%	989
2014 Q1	$4K	Buy	+602	New	+$3.6K	﹤0.01%	908

Other funds holding HIO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CIA

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

ECM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

B. Riley Wealth Management's HIO Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Western Asset High Income Opportunity Fund (HIO) in Q2 2022: 12,266 shares worth $49. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in HIO as recently as Q2 2015.

B. Riley Wealth Management first reported a position in HIO in Q1 2014 and has held it in 7 quarters since. The position peaked at $4K in Q1 2014. 109 funds tracked by Wall St. Rank hold HIO as of Q2 2022.

B. Riley Wealth Management held 12,266 shares of Western Asset High Income Opportunity Fund worth $49 as of Q2 2022.
Western Asset High Income Opportunity Fund was a new B. Riley Wealth Management position in Q2 2022.
Western Asset High Income Opportunity Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #729 holding.
B. Riley Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q1 2014 and has held it in 7 quarters since.
B. Riley Wealth Management's Western Asset High Income Opportunity Fund position peaked at $4K in Q1 2014.
109 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.