EAM
HIO

Evanson Asset Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Evanson Asset Management’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
-61,000
Closed -$243K – 330
2025
Q2 		$243K Buy
+61,000
New +$234K 0.02% 293

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

Evanson Asset Management's HIO Position: Q3 2025 in Review

Evanson Asset Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2025, closing a stake of 61,000 shares — an estimated $243K sold.

Evanson Asset Management first reported a position in HIO in Q2 2025 and held it in 1 quarter. The position peaked at $243K in Q2 2025. 104 funds tracked by Wall St. Rank hold HIO as of Q3 2025.

  • Evanson Asset Management reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2025 after selling out during the quarter.
  • Evanson Asset Management sold 61,000 Western Asset High Income Opportunity Fund shares in Q3 2025, an estimated $243K.
  • Evanson Asset Management first reported a position in Western Asset High Income Opportunity Fund in Q2 2025 and held it in 1 quarter.
  • Evanson Asset Management's Western Asset High Income Opportunity Fund position peaked at $243K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2025.

Based on Evanson Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.