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

Fortis Group 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	$751K	Sell	206,291 -4,280	-2%	-$15.6K	0.12%	162
2026 Q1	$777K	Sell	210,571 -2,905	-1%	-$10.8K	0.13%	161
2025 Q4	$805K	Sell	213,476 -2,183	-1%	-$8.27K	0.14%	166
2025 Q3	$832K	Buy	215,659 +26,872	+14%	+$107K	0.14%	130
2025 Q2	$748K	Buy	188,787 +153,127	+429%	+$589K	0.14%	138
2025 Q1	$142K	Hold	35,660	–	–	0.03%	192
2024 Q4	$140K	Hold	35,660	–	–	0.03%	192
2024 Q3	$144K	Hold	35,660	–	–	0.03%	179
2024 Q2	$136K	Hold	35,660	–	–	0.03%	182
2024 Q1	$139K	Buy	+35,660	New	+$141K	0.03%	199

Other funds holding HIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Fortis Group Advisors's HIO Position: Q2 2026 in Review

Fortis Group Advisors reduced its Western Asset High Income Opportunity Fund (HIO) stake by 2% in Q2 2026, selling an estimated $15.6K and leaving 206,291 shares worth $751K. The position accounts for 0.12% of the portfolio, ranked #162.

Fortis Group Advisors first reported a position in HIO in Q1 2024 and has held it in 10 quarters since. The position peaked at $832K in Q3 2025. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

Fortis Group Advisors held 206,291 shares of Western Asset High Income Opportunity Fund worth $751K as of Q2 2026.
Fortis Group Advisors sold 4,280 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $15.6K.
Western Asset High Income Opportunity Fund made up 0.12% of Fortis Group Advisors's portfolio in Q2 2026, its #162 holding.
Fortis Group Advisors first reported a position in Western Asset High Income Opportunity Fund in Q1 2024 and has held it in 10 quarters since.
Fortis Group Advisors's Western Asset High Income Opportunity Fund position peaked at $832K in Q3 2025.
112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.