Arax Advisory Partners’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Arax Advisory Partners’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 Q2	$18.6K	Buy	5,120 +2,620	+105%	+$9.55K	﹤0.01%	4006
2026 Q1	$9.07K	Sell	2,500 -120	-5%	-$447	﹤0.01%	2492
2025 Q4	$9.72K	Hold	2,620	–	–	﹤0.01%	2484
2025 Q3	$10.1K	Buy	+2,620	New	+$10.4K	﹤0.01%	2595

Other funds holding HIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Arax Advisory Partners's HIO Position: Q2 2026 in Review

Arax Advisory Partners increased its Western Asset High Income Opportunity Fund (HIO) stake by 105% in Q2 2026, buying an estimated $9.55K and bringing the position to 5,120 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4006.

Arax Advisory Partners first reported a position in HIO in Q3 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

Arax Advisory Partners held 5,120 shares of Western Asset High Income Opportunity Fund worth $18.6K as of Q2 2026.
Arax Advisory Partners bought 2,620 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $9.55K.
Western Asset High Income Opportunity Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4006 holding.
Arax Advisory Partners first reported a position in Western Asset High Income Opportunity Fund in Q3 2025 and has held it in 4 quarters since.
112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.