Cape Investment Advisory »

Western Asst High Incm Opprtnty Fnd shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Western Asst High Incm Opprtnty Fnd (HIO) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Western Asst High Incm Opprtnty Fnd

Tip: Access up to 7 years of quarterly data

All positions including Western Asst High Incm Opprtnty Fnd held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Western Asst High Incm Opprtnty Fnd by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $98k 25k 3.98
2025-03-31 $98k 25k 3.98

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cape Investment Advisory

Top funds holding Western Asst High Incm Opprtnty Fnd

Morgan Stanley
Capital Investment Advisors
Sit Investment Associates
Penserra Capital Management
Fca Corp
Invesco
UBS Group
Raymond James Financial
Kanen Wealth Management
Wells Fargo & Company
Thrivent Financial for Lutherans
Fiera Capital Corporation
Chicago Partners Investment
Jones Financial Companies, L.L
RFG Advisory

View all funds holding Western Asst High Incm Opprtnty Fnd