CA
HIO

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

CoreCap 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 		$3.98K Hold
1,094
– – ﹤0.01% 2344
2026
Q1 		$3.97K Sell
1,094
-1,094
-50% -$4.08K ﹤0.01% 2244
2025
Q4 		$8.12K Buy
+2,188
New +$8.29K ﹤0.01% 2036
2024
Q3 		– Sell
-2,188
Closed -$8.34K – 2686
2024
Q2 		$8.34K Hold
2,188
– – ﹤0.01% 1088
2024
Q1 		$8.53K Buy
+2,188
New +$8.63K ﹤0.01% 1783
2022
Q4 		$8.64K Buy
+2,188
New +$8.42K ﹤0.01% 1585
2022
Q3 		– Sell
-2,188
Closed -$9K – 1178
2022
Q2 		$9K Buy
+2,188
New +$9.13K ﹤0.01% 1506
2022
Q1 		– Sell
-2,188
Closed -$11K – 1186
2021
Q4 		$11K Buy
+2,188
New +$11.3K ﹤0.01% 1521

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
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 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
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return