CA
HIO

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

Clearstead 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
Q1 		$125K Hold
34,375
– – ﹤0.01% 1092
2025
Q4 		$128K Sell
34,375
-17,324
-34% -$65.6K ﹤0.01% 1049
2025
Q3 		$199K Sell
51,699
-15,869
-23% -$63K ﹤0.01% 885
2025
Q2 		$269K Buy
67,568
+33,193
+97% +$128K ﹤0.01% 805
2025
Q1 		$137K Hold
34,375
– – ﹤0.01% 917
2024
Q4 		$135K Hold
34,375
– – ﹤0.01% 951
2024
Q3 		$139K Hold
34,375
– – ﹤0.01% 951
2024
Q2 		$131K Buy
+34,375
New +$130K ﹤0.01% 940

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return