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 $1.66T 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