Creative Planning’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$80.4K	Buy	+22,147	New	+$82.5K	﹤0.01%	3937
2024 Q2	–	Sell	-10,844	Closed	-$42.3K	–	3116
2024 Q1	$42.3K	Hold	10,844	–	–	﹤0.01%	2799
2023 Q4	$41.9K	Hold	10,844	–	–	﹤0.01%	2657
2023 Q3	$39.5K	Buy	+10,844	New	+$41.2K	﹤0.01%	2511
2022 Q3	–	Sell	-12,840	Closed	-$51K	–	2373
2022 Q2	$51K	Buy	+12,840	New	+$53.6K	﹤0.01%	2052
2017 Q3	–	Sell	-3,932	Closed	-$20K	–	2679
2017 Q2	$20K	Sell	3,932 -1,507	-28%	-$7.77K	﹤0.01%	3178
2017 Q1	$27K	Buy	5,439 +5,275	+3,216%	+$26.9K	﹤0.01%	2913
2016 Q4	$1K	Hold	164	–	–	﹤0.01%	4437
2016 Q3	$1K	Sell	164 -500	-75%	-$2.51K	﹤0.01%	4382
2016 Q2	$3K	Buy	664 +500	+305%	+$2.39K	﹤0.01%	3882
2016 Q1	$1K	Sell	164 -1,223	-88%	-$5.54K	﹤0.01%	4124
2015 Q4	$7K	Buy	1,387 +1,223	+746%	+$5.74K	﹤0.01%	3510
2015 Q3	$1K	Buy	+164	New	+$801	﹤0.01%	4093
2014 Q4	–	Sell	-5,845	Closed	-$34K	–	4233
2014 Q3	$34K	Sell	5,845 -1,026	-15%	-$6.08K	﹤0.01%	2177
2014 Q2	$42K	Buy	6,871 +6,281	+1,065%	+$38.1K	﹤0.01%	1981
2014 Q1	$4K	Sell	590 -9,982	-94%	-$59.8K	﹤0.01%	3170
2013 Q4	$63K	Buy	+10,572	New	+$63.3K	﹤0.01%	1449