MFG
HIO

Merit Financial Group’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Merit Financial Group’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 		$97.7K Buy
26,830
+1,346
+5% +$4.91K ﹤0.01% 2226
2026
Q1 		$92.5K Buy
25,484
+5,189
+26% +$19.3K ﹤0.01% 2019
2025
Q4 		$75.3K Buy
20,295
+3,486
+21% +$13.2K ﹤0.01% 1912
2025
Q3 		$64.5K Buy
16,809
+802
+5% +$3.18K ﹤0.01% 1763
2025
Q2 		$63.7K Buy
+16,007
New +$61.5K ﹤0.01% 1659

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

Merit Financial Group's HIO Position: Q2 2026 in Review

Merit Financial Group increased its Western Asset High Income Opportunity Fund (HIO) stake by 5.3% in Q2 2026, buying an estimated $4.91K and bringing the position to 26,830 shares worth $97.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

Merit Financial Group first reported a position in HIO in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • Merit Financial Group held 26,830 shares of Western Asset High Income Opportunity Fund worth $97.7K as of Q2 2026.
  • Merit Financial Group bought 1,346 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $4.91K.
  • Western Asset High Income Opportunity Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2226 holding.
  • Merit Financial Group first reported a position in Western Asset High Income Opportunity Fund in Q2 2025 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.