BCA
HIO

Bay Colony Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Bay Colony Advisors’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
2026
Q2 		$152K Buy
41,770
+1,025
+3% +$3.74K 0.02% 479
2026
Q1 		$148K Buy
40,745
+981
+2% +$3.65K 0.02% 477
2025
Q4 		$148K Sell
39,764
-4,487
-10% -$17K 0.02% 486
2025
Q3 		$170K Buy
44,251
+1,008
+2% +$4K 0.02% 489
2025
Q2 		$172K Buy
43,243
+1,047
+2% +$4.02K 0.02% 449
2025
Q1 		$169K Sell
42,196
-561
-1% -$2.25K 0.03% 419
2024
Q4 		$168K Buy
42,757
+5,137
+14% +$20.4K 0.02% 429
2024
Q3 		$152K Buy
37,620
+929
+3% +$3.65K 0.02% 409
2024
Q2 		$140K Buy
36,691
+923
+3% +$3.5K 0.02% 404
2024
Q1 		$139K Buy
35,768
+6,778
+23% +$26.7K 0.02% 383
2023
Q4 		$112K Buy
28,990
+3,967
+16% +$14.8K 0.02% 372
2023
Q3 		$91.1K Buy
25,023
+2,632
+12% +$9.99K 0.02% 328
2023
Q2 		$84.6K Buy
22,391
+9,787
+78% +$37.1K 0.02% 336
2023
Q1 		$47.6K Buy
+12,604
New +$50.1K 0.01% 330

Other funds holding HIO

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return