LAS
HIO

Lloyd Advisory Services’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Lloyd Advisory Services’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 		– Sell
-1
Closed -$2 – 938
2025
Q4 		$2 Buy
+1
New +$4 ﹤0.01% 563

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lloyd Advisory Services's HIO Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2026, closing a stake of 1 share — an estimated $2 sold.

Lloyd Advisory Services first reported a position in HIO in Q4 2025 and held it in 1 quarter. The position peaked at $2 in Q4 2025. 119 funds tracked by Wall St. Rank hold HIO as of Q1 2026.

  • Lloyd Advisory Services reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1 Western Asset High Income Opportunity Fund share in Q1 2026, an estimated $2.
  • Lloyd Advisory Services first reported a position in Western Asset High Income Opportunity Fund in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's Western Asset High Income Opportunity Fund position peaked at $2 in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.