FEG
HIO

Financial Enhancement Group’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Financial Enhancement Group’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
2022
Q3 		– Sell
-1,280
Closed -$5K – 315
2022
Q2 		$5K Hold
1,280
– – ﹤0.01% 207
2022
Q1 		$6K Hold
1,280
– – ﹤0.01% 206
2021
Q4 		$7K Hold
1,280
– – ﹤0.01% 212
2021
Q3 		$7K Hold
1,280
– – ﹤0.01% 214
2021
Q2 		$7K Buy
+1,280
New +$6.62K ﹤0.01% 197

Other funds holding HIO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Financial Enhancement Group's HIO Position: Q3 2022 in Review

Financial Enhancement Group sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2022, closing a stake of 1,280 shares — an estimated $5K sold.

Financial Enhancement Group first reported a position in HIO in Q2 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 99 funds tracked by Wall St. Rank hold HIO as of Q3 2022.

  • Financial Enhancement Group reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 1,280 Western Asset High Income Opportunity Fund shares in Q3 2022, an estimated $5K.
  • Financial Enhancement Group first reported a position in Western Asset High Income Opportunity Fund in Q2 2021 and held it in 5 quarters.
  • Financial Enhancement Group's Western Asset High Income Opportunity Fund position peaked at $7K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2022.

Based on Financial Enhancement Group's 13F filing for Q3 2022, filed 27 Oct 2022.