PFA
HIO

Pathway Financial Advisers’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Pathway Financial Advisers’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 		$1.01M Buy
279,433
+1,730
+0.6% +$6.45K 0.29% 99
2025
Q4 		$1.03M Buy
277,703
+5,376
+2% +$20.4K 0.3% 98
2025
Q3 		$1.05M Buy
272,327
+549
+0.2% +$2.18K 0.31% 96
2025
Q2 		$1.08M Buy
271,778
+1,711
+0.6% +$6.58K 0.35% 90
2025
Q1 		$1.07M Sell
270,067
-323
-0.1% -$1.29K 0.37% 83
2024
Q4 		$1.06M Buy
270,390
+1,881
+0.7% +$7.47K 0.36% 88
2024
Q3 		$1.09M Buy
268,509
+5,952
+2% +$23.4K 0.49% 65
2024
Q2 		$1M Buy
262,557
+5,682
+2% +$21.5K 0.36% 89
2024
Q1 		$1M Buy
256,875
+14,378
+6% +$56.7K 0.36% 88
2023
Q4 		$936K Buy
242,497
+11,068
+5% +$41.4K 0.36% 85
2023
Q3 		$842K Buy
+231,429
New +$879K 0.35% 84
2023
Q1 		$825K Buy
216,409
+11,829
+6% +$47K 0.33% 84
2022
Q4 		$808K Buy
+204,580
New +$787K 0.33% 84

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