Carson Wealth (CWM LLC)’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HYI Stock Details HYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,150	Closed	-$14K	–	5392
2025 Q2	$14K	Buy	+1,150	New	+$13.5K	﹤0.01%	4117
2024 Q3	–	Sell	-159	Closed	-$2K	–	4960
2024 Q2	$2K	Hold	159	–	–	﹤0.01%	4214
2024 Q1	$2K	Hold	159	–	–	﹤0.01%	3988
2023 Q4	$2K	Sell	159 -156	-50%	-$1.79K	﹤0.01%	3809
2023 Q3	$4K	Hold	315	–	–	﹤0.01%	3567
2023 Q2	$4K	Sell	315 -158	-33%	-$1.83K	﹤0.01%	3529
2023 Q1	$6K	Buy	+473	New	+$5.81K	﹤0.01%	3207

Other funds holding HYI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

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

TFB Advisors Overland Park, Kansas $191M AUM 18.47% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2025, closing a stake of 1,150 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in HYI in Q1 2023 and held it in 7 quarters. The position peaked at $14K in Q2 2025. 44 funds tracked by Wall St. Rank hold HYI as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,150 Western Asset High Yield Opportunity Fund Inc shares in Q3 2025, an estimated $14K.
Carson Wealth (CWM LLC) first reported a position in Western Asset High Yield Opportunity Fund Inc in Q1 2023 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s Western Asset High Yield Opportunity Fund Inc position peaked at $14K in Q2 2025.
44 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2025.

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