PWPS
HIO

Pinnacle Wealth Planning Services’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Pinnacle Wealth Planning Services’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 		$48.7K Buy
13,405
+2,493
+23% +$9.29K 0.01% 1219
2025
Q4 		$40.5K Buy
+10,912
New +$41.3K ﹤0.01% 1351
2019
Q2 		– Sell
-10,077
Closed -$48K – 178
2019
Q1 		$48K Buy
+10,077
New +$47.9K 0.03% 164
2018
Q4 		– Sell
-13,308
Closed -$63K – 168
2018
Q3 		$63K Sell
13,308
-3,036
-19% -$14.6K 0.06% 176
2018
Q2 		$79K Sell
16,344
-1,565
-9% -$7.55K 0.08% 179
2018
Q1 		$86K Buy
17,909
+15,714
+716% +$77.6K 0.09% 174
2017
Q4 		$11K Buy
+2,195
New +$11.1K 0.02% 149

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