MWM
HIO

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

Melfa 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
Q1 		$287K Hold
78,950
– – 0.16% 126
2025
Q4 		$293K Hold
78,950
– – 0.17% 129
2025
Q3 		$303K Hold
78,950
– – 0.18% 129
2025
Q2 		$314K Hold
78,950
– – 0.2% 122
2025
Q1 		$314K Hold
78,950
– – 0.21% 113
2024
Q4 		$310K Hold
78,950
– – 0.21% 118
2024
Q3 		$320K Hold
78,950
– – 0.21% 116
2024
Q2 		$301K Buy
78,950
+60,000
+317% +$227K 0.21% 115
2024
Q1 		$73.9K Hold
18,950
– – 0.05% 190
2023
Q4 		$73.1K Sell
18,950
-8,643
-31% -$32.3K 0.07% 140
2023
Q3 		$100K Hold
27,593
– – 0.11% 130
2023
Q2 		$104K Buy
+27,593
New +$105K 0.11% 133

Other funds holding HIO

Morgan Stanley
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
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
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return