LFG
HIO

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

Larson Financial 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
2025
Q4 		– Sell
-5,850
Closed -$22.5K – 3552
2025
Q3 		$22.5K Hold
5,850
– – ﹤0.01% 1572
2025
Q2 		$23.3K Hold
5,850
– – ﹤0.01% 1413
2025
Q1 		$23.3K Buy
5,850
+900
+18% +$3.6K ﹤0.01% 1305
2024
Q4 		$19.5K Buy
4,950
+2,155
+77% +$8.56K ﹤0.01% 1228
2024
Q3 		$11.3K Hold
2,795
– – ﹤0.01% 1433
2024
Q2 		$10.7K Hold
2,795
– – ﹤0.01% 1249
2024
Q1 		$10.9K Buy
2,795
+295
+12% +$1.16K ﹤0.01% 1018
2023
Q4 		$9.65K Hold
2,500
– – ﹤0.01% 1027
2023
Q3 		$9.1K Hold
2,500
– – ﹤0.01% 1025
2023
Q2 		$9.45K Buy
+2,500
New +$9.47K ﹤0.01% 950

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return