NFSG
HIO

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

Newbridge Financial Services 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
2025
Q4 		– Sell
-1,272
Closed -$4.88K – 1329
2025
Q3 		$4.88K Buy
1,272
+34
+3% +$135 ﹤0.01% 1021
2025
Q2 		$4.93K Buy
+1,238
New +$4.76K ﹤0.01% 1028
2021
Q3 		– Sell
-1,000
Closed -$5K – 1481
2021
Q2 		$5K Hold
1,000
– – ﹤0.01% 1123
2021
Q1 		$5K Hold
1,000
– – ﹤0.01% 1026
2020
Q4 		$5K Hold
1,000
– – ﹤0.01% 847
2020
Q3 		$5K Buy
+1,000
New +$4.91K ﹤0.01% 802

Other funds holding HIO

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CIA
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PCM
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return