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Western Asst High Incm Opprtnty Fnd shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Asst High Incm Opprtnty Fnd by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $188k 49k 3.84
2025-06-30 $194k 49k 3.98

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Microsoft Corporation (MSFT)
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Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

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