MWM
HIO

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

Meridian 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 		– Sell
-11,200
Closed -$41.6K – 796
2025
Q4 		$41.6K Hold
11,200
– – ﹤0.01% 749
2025
Q3 		$43K Hold
11,200
– – ﹤0.01% 703
2025
Q2 		$44.6K Hold
11,200
– – ﹤0.01% 665
2025
Q1 		$44.6K Hold
11,200
– – ﹤0.01% 614
2024
Q4 		$44K Hold
11,200
– – ﹤0.01% 620
2024
Q3 		$45.4K Hold
11,200
– – ﹤0.01% 621
2024
Q2 		$42.7K Buy
+11,200
New +$42.4K 0.01% 288
2024
Q1 		– Sell
-11,200
Closed -$43.2K – 335
2023
Q4 		$43.2K Hold
11,200
– – ﹤0.01% 588
2023
Q3 		$40.8K Hold
11,200
– – ﹤0.01% 535
2023
Q2 		$42.3K Hold
11,200
– – ﹤0.01% 541
2023
Q1 		$42.7K Hold
11,200
– – ﹤0.01% 536
2022
Q4 		$44.2K Hold
11,200
– – ﹤0.01% 521
2022
Q3 		$41K Hold
11,200
– – ﹤0.01% 485
2022
Q2 		$44K Buy
+11,200
New +$46.7K ﹤0.01% 549

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

Meridian Wealth Management's HIO Position: Q1 2026 in Review

Meridian Wealth Management sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2026, closing a stake of 11,200 shares — an estimated $41.6K sold.

Meridian Wealth Management first reported a position in HIO in Q2 2022 and held it in 14 quarters. The position peaked at $45.4K in Q3 2024. 119 funds tracked by Wall St. Rank hold HIO as of Q1 2026.

  • Meridian Wealth Management reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 11,200 Western Asset High Income Opportunity Fund shares in Q1 2026, an estimated $41.6K.
  • Meridian Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q2 2022 and held it in 14 quarters.
  • Meridian Wealth Management's Western Asset High Income Opportunity Fund position peaked at $45.4K in Q3 2024.
  • 119 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.