FGA
HIO

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return