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Western Asst High Incm Opprtnty Fnd shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Western Asst High Incm Opprtnty Fnd

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All positions including Western Asst High Incm Opprtnty Fnd held by MAI Wealth 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $97k 25k 3.84
2025-06-30 $99k 25k 3.98
2025-03-31 $87k 22k 3.98
2024-12-31 $85k 22k 3.93

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth 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