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

Spire 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	$11.3K	Buy	3,110 +89	+3%	+$324	﹤0.01%	1609
2026 Q1	$11K	Buy	3,021 +731	+32%	+$2.72K	﹤0.01%	1590
2025 Q4	$8.49K	Sell	2,290 -497	-18%	-$1.88K	﹤0.01%	1767
2025 Q3	$10.7K	Buy	2,787 +2,527	+972%	+$10K	﹤0.01%	1725
2025 Q2	$1.03K	Buy	+260	New	+$999	﹤0.01%	2275

Other funds holding HIO

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return