U.S. Capital Wealth Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-1,000	Closed	-$3.95K	–	1019
2022 Q4	$3.95K	Buy	+1,000	New	+$3.85K	﹤0.01%	1422

Other funds holding HIO

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

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

U.S. Capital Wealth Advisors's HIO Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2023, closing a stake of 1,000 shares — an estimated $3.95K sold.

U.S. Capital Wealth Advisors first reported a position in HIO in Q4 2022 and held it in 1 quarter. The position peaked at $3.95K in Q4 2022. 99 funds tracked by Wall St. Rank hold HIO as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,000 Western Asset High Income Opportunity Fund shares in Q1 2023, an estimated $3.95K.
U.S. Capital Wealth Advisors first reported a position in Western Asset High Income Opportunity Fund in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Western Asset High Income Opportunity Fund position peaked at $3.95K in Q4 2022.
99 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.