Prevail Innovative Wealth Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Prevail Innovative Wealth Advisors’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 Q1	–	Sell	-308,778	Closed	-$1.21M	–	186
2024 Q4	$1.21M	Buy	308,778 +49,252	+19%	+$196K	0.35%	86
2024 Q3	$1.05M	Buy	259,526 +57,778	+29%	+$227K	0.32%	95
2024 Q2	$769K	Buy	201,748 +39,387	+24%	+$149K	0.27%	101
2024 Q1	$633K	Buy	162,361 +42,257	+35%	+$167K	0.24%	118
2023 Q4	$464K	Buy	+120,104	New	+$449K	0.22%	106

Other funds holding HIO

Morgan Stanley New York $1.66T AUM 25.57% 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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Prevail Innovative Wealth Advisors's HIO Position: Q1 2025 in Review

Prevail Innovative Wealth Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2025, closing a stake of 308,778 shares — an estimated $1.21M sold.

Prevail Innovative Wealth Advisors first reported a position in HIO in Q4 2023 and held it in 5 quarters. The position peaked at $1.21M in Q4 2024. 97 funds tracked by Wall St. Rank hold HIO as of Q1 2025.

Prevail Innovative Wealth Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 308,778 Western Asset High Income Opportunity Fund shares in Q1 2025, an estimated $1.21M.
Prevail Innovative Wealth Advisors first reported a position in Western Asset High Income Opportunity Fund in Q4 2023 and held it in 5 quarters.
Prevail Innovative Wealth Advisors's Western Asset High Income Opportunity Fund position peaked at $1.21M in Q4 2024.
97 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.