LOWM
HIO

Laurel Oak Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Laurel Oak Wealth Management’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
Q2 		– Sell
-10,913
Closed -$39.6K – 388
2026
Q1 		$39.6K Hold
10,913
– – 0.01% 359
2025
Q4 		$40.5K Buy
+10,913
New +$41.3K 0.01% 360

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Laurel Oak Wealth Management's HIO Position: Q2 2026 in Review

Laurel Oak Wealth Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2026, closing a stake of 10,913 shares — an estimated $39.6K sold.

Laurel Oak Wealth Management first reported a position in HIO in Q4 2025 and held it in 2 quarters. The position peaked at $40.5K in Q4 2025. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • Laurel Oak Wealth Management reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 10,913 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $39.6K.
  • Laurel Oak Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q4 2025 and held it in 2 quarters.
  • Laurel Oak Wealth Management's Western Asset High Income Opportunity Fund position peaked at $40.5K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.