AWM
HIX

Activest Wealth Management’s Western Asset High Income Fund II HIX Stock Holding History

Activest Wealth Management’s Portfolio HIX Stock Details HIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,333
Closed -$5.3K – 1415
2026
Q1 		$5.3K Buy
+1,333
New +$5.5K ﹤0.01% 805
2025
Q4 		– Sell
-1,333
Closed -$5.8K – 1215
2025
Q3 		$5.8K Sell
1,333
-5,066
-79% -$21.9K ﹤0.01% 612
2025
Q2 		$27.5K Hold
6,399
– – 0.01% 275
2025
Q1 		$26.7K Hold
6,399
– – 0.01% 252
2024
Q4 		$26.9K Hold
6,399
– – 0.01% 224
2024
Q3 		$28.9K Buy
6,399
+1,333
+26% +$5.89K 0.01% 217
2024
Q2 		$22K Buy
+5,066
New +$22.3K 0.01% 236

Other funds holding HIX

NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

Activest Wealth Management's HIX Position: Q2 2026 in Review

Activest Wealth Management sold out of Western Asset High Income Fund II (HIX) in Q2 2026, closing a stake of 1,333 shares — an estimated $5.3K sold.

Activest Wealth Management first reported a position in HIX in Q2 2024 and held it in 7 quarters. The position peaked at $28.9K in Q3 2024. 28 funds tracked by Wall St. Rank hold HIX as of Q2 2026.

  • Activest Wealth Management reported no remaining Western Asset High Income Fund II position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1,333 Western Asset High Income Fund II shares in Q2 2026, an estimated $5.3K.
  • Activest Wealth Management first reported a position in Western Asset High Income Fund II in Q2 2024 and held it in 7 quarters.
  • Activest Wealth Management's Western Asset High Income Fund II position peaked at $28.9K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.