NWM
HIO

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

Nova 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
Q2 		$38K Hold
10,450
– – 0.02% 253
2026
Q1 		$37.9K Hold
10,450
– – 0.02% 224
2025
Q4 		$38.8K Hold
10,450
– – 0.03% 224
2025
Q3 		$40.1K Hold
10,450
– – 0.03% 222
2025
Q2 		$41.6K Hold
10,450
– – 0.03% 227
2025
Q1 		$41.6K Hold
10,450
– – 0.04% 216
2024
Q4 		$41.1K Buy
+10,450
New +$41.5K 0.04% 183

Other funds holding HIO

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return