SHP Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

SHP Wealth Management’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	$5.46K	Buy	+1,500	New	+$5.47K	﹤0.01%	1139

Other funds holding HIO

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

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

SHP Wealth Management's HIO Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Western Asset High Income Opportunity Fund (HIO) in Q2 2026: 1,500 shares worth $5.46K. The stake represents ﹤0.01% of the portfolio and ranks #1139 among its holdings.

112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

SHP Wealth Management held 1,500 shares of Western Asset High Income Opportunity Fund worth $5.46K as of Q2 2026.
Western Asset High Income Opportunity Fund was a new SHP Wealth Management position in Q2 2026.
Western Asset High Income Opportunity Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1139 holding.
112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.