PWA
HYI

Provenance Wealth Advisors’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Provenance Wealth Advisors’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-490
Closed -$5.79K – 558
2024
Q4 		$5.79K Hold
490
– – ﹤0.01% 360
2024
Q3 		$6.07K Buy
+490
New +$5.86K ﹤0.01% 385

Other funds holding HYI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Provenance Wealth Advisors's HYI Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q1 2025, closing a stake of 490 shares — an estimated $5.79K sold.

Provenance Wealth Advisors first reported a position in HYI in Q3 2024 and held it in 2 quarters. The position peaked at $6.07K in Q3 2024. 57 funds tracked by Wall St. Rank hold HYI as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 490 Western Asset High Yield Opportunity Fund Inc shares in Q1 2025, an estimated $5.79K.
  • Provenance Wealth Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q3 2024 and held it in 2 quarters.
  • Provenance Wealth Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $6.07K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.