Carson Wealth (CWM LLC)
HIO

Carson Wealth (CWM LLC)’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-201
Closed -$1K – 5387
2025
Q2 		$1K Hold
201
– – ﹤0.01% 5013
2025
Q1 		$1K Hold
201
– – ﹤0.01% 4914
2024
Q4 		$1K Hold
201
– – ﹤0.01% 4714
2024
Q3 		$1K Buy
+201
New +$789 ﹤0.01% 4595
2023
Q4 		– Sell
-1,044
Closed -$4K – 4295
2023
Q3 		$4K Buy
+1,044
New +$3.96K ﹤0.01% 3566
2023
Q1 		– Sell
-1,232
Closed -$5K – 4171
2022
Q4 		$5K Buy
+1,232
New +$4.74K ﹤0.01% 3177
2016
Q4 		– Sell
-1,668
Closed -$8K – 1130
2016
Q3 		$8K Buy
1,668
+868
+109% +$4.36K ﹤0.01% 741
2016
Q2 		$4K Hold
800
– – ﹤0.01% 655
2016
Q1 		$4K Hold
800
– – ﹤0.01% 621
2015
Q4 		$4K Hold
800
– – ﹤0.01% 548
2015
Q3 		$4K Buy
+800
New +$3.91K ﹤0.01% 522
2014
Q1 		– Sell
-800
Closed -$5K – 297
2013
Q4 		$5K Buy
+800
New +$4.79K ﹤0.01% 513

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HIO Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2025, closing a stake of 201 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in HIO in Q4 2013 and held it in 12 quarters. The position peaked at $8K in Q3 2016. 104 funds tracked by Wall St. Rank hold HIO as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 201 Western Asset High Income Opportunity Fund shares in Q3 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Western Asset High Income Opportunity Fund in Q4 2013 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s Western Asset High Income Opportunity Fund position peaked at $8K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.