Fortitude Advisory Group’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Fortitude Advisory 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 Q2	–	Sell	-5,952	Closed	-$27K	–	656
2022 Q1	$27K	Hold	5,952	–	–	0.01%	729
2021 Q4	$31K	Buy	+5,952	New	+$30.8K	0.02%	693

Other funds holding HIO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Fortitude Advisory Group's HIO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2022, closing a stake of 5,952 shares — an estimated $27K sold.

Fortitude Advisory Group first reported a position in HIO in Q4 2021 and held it in 2 quarters. The position peaked at $31K in Q4 2021. 109 funds tracked by Wall St. Rank hold HIO as of Q2 2022.

Fortitude Advisory Group reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 5,952 Western Asset High Income Opportunity Fund shares in Q2 2022, an estimated $27K.
Fortitude Advisory Group first reported a position in Western Asset High Income Opportunity Fund in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Western Asset High Income Opportunity Fund position peaked at $31K in Q4 2021.
109 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.