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

High Net Worth 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
2026 Q1	$37.6K	Buy	10,355 +293	+3%	+$1.09K	0.01%	244
2025 Q4	$37.3K	Sell	10,062 -12,291	-55%	-$46.6K	0.01%	239
2025 Q3	$85.8K	Buy	+22,353	New	+$88.7K	0.02%	233

Other funds holding HIO

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

High Net Worth Advisory Group's HIO Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Western Asset High Income Opportunity Fund (HIO) stake by 2.9% in Q1 2026, buying an estimated $1.09K and bringing the position to 10,355 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #244.

High Net Worth Advisory Group first reported a position in HIO in Q3 2025 and has held it in 3 quarters since. The position peaked at $85.8K in Q3 2025. 119 funds tracked by Wall St. Rank hold HIO as of Q1 2026.

High Net Worth Advisory Group held 10,355 shares of Western Asset High Income Opportunity Fund worth $37.6K as of Q1 2026.
High Net Worth Advisory Group bought 293 Western Asset High Income Opportunity Fund shares in Q1 2026, an estimated $1.09K.
Western Asset High Income Opportunity Fund made up 0.01% of High Net Worth Advisory Group's portfolio in Q1 2026, its #244 holding.
High Net Worth Advisory Group first reported a position in Western Asset High Income Opportunity Fund in Q3 2025 and has held it in 3 quarters since.
High Net Worth Advisory Group's Western Asset High Income Opportunity Fund position peaked at $85.8K in Q3 2025.
119 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.