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 – 3551
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 $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Larson Financial Group's HIO Position: Q4 2025 in Review

Larson Financial Group sold out of Western Asset High Income Opportunity Fund (HIO) in Q4 2025, closing a stake of 5,850 shares — an estimated $22.5K sold.

Larson Financial Group first reported a position in HIO in Q2 2023 and held it in 10 quarters. The position peaked at $23.3K in Q2 2025. 116 funds tracked by Wall St. Rank hold HIO as of Q4 2025.

  • Larson Financial Group reported no remaining Western Asset High Income Opportunity Fund position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 5,850 Western Asset High Income Opportunity Fund shares in Q4 2025, an estimated $22.5K.
  • Larson Financial Group first reported a position in Western Asset High Income Opportunity Fund in Q2 2023 and held it in 10 quarters.
  • Larson Financial Group's Western Asset High Income Opportunity Fund position peaked at $23.3K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.