WLPWM
HIO

Walled Lake Planning & Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Walled Lake Planning & 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
Q1 		$185K Hold
50,985
– – 0.05% 132
2025
Q4 		$189K Hold
50,985
– – 0.06% 132
2025
Q3 		$196K Hold
50,985
– – 0.06% 136
2025
Q2 		$203K Hold
50,985
– – 0.07% 136
2025
Q1 		$203K Hold
50,985
– – 0.07% 129
2024
Q4 		$200K Hold
50,985
– – 0.07% 127
2024
Q3 		$206K Hold
50,985
– – 0.08% 126
2024
Q2 		$194K Hold
50,985
– – 0.08% 118
2024
Q1 		$199K Buy
+50,985
New +$201K 0.08% 114

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return