RFWA
HIO

RPg Family Wealth Advisory’s Western Asset High Income Opportunity Fund HIO Stock Holding History

RPg Family Wealth Advisory’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 		$42.5K Hold
11,667
– – 0.01% 139
2026
Q1 		$42.4K Buy
+11,667
New +$43.5K 0.01% 140

Other funds holding HIO

Morgan Stanley
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
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

RPg Family Wealth Advisory's HIO Position: Q2 2026 in Review

RPg Family Wealth Advisory held its Western Asset High Income Opportunity Fund (HIO) position steady in Q2 2026 at 11,667 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #139.

RPg Family Wealth Advisory first reported a position in HIO in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • RPg Family Wealth Advisory held 11,667 shares of Western Asset High Income Opportunity Fund worth $42.5K as of Q2 2026.
  • RPg Family Wealth Advisory left its Western Asset High Income Opportunity Fund share count unchanged in Q2 2026.
  • Western Asset High Income Opportunity Fund made up 0.01% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #139 holding.
  • RPg Family Wealth Advisory first reported a position in Western Asset High Income Opportunity Fund in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.