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

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

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

Nova Wealth Management's HIO Position: Q2 2026 in Review

Nova Wealth Management held its Western Asset High Income Opportunity Fund (HIO) position steady in Q2 2026 at 10,450 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #253.

Nova Wealth Management first reported a position in HIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.6K in Q2 2025. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

Nova Wealth Management held 10,450 shares of Western Asset High Income Opportunity Fund worth $38K as of Q2 2026.
Nova Wealth Management left its Western Asset High Income Opportunity Fund share count unchanged in Q2 2026.
Western Asset High Income Opportunity Fund made up 0.02% of Nova Wealth Management's portfolio in Q2 2026, its #253 holding.
Nova Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's Western Asset High Income Opportunity Fund position peaked at $41.6K in Q2 2025.
112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.