Cambridge Investment Research Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Cambridge Investment Research Advisors’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 Q1	$168K	Hold	46,404	–	–	﹤0.01%	3715
2025 Q4	$172K	Sell	46,404 -73,156	-61%	-$277K	﹤0.01%	3610
2025 Q3	$459K	Sell	119,560 -39,707	-25%	-$158K	﹤0.01%	2753
2025 Q2	$634K	Buy	159,267 +5,403	+4%	+$20.8K	﹤0.01%	2329
2025 Q1	$612K	Sell	153,864 -13,788	-8%	-$55.2K	﹤0.01%	2252
2024 Q4	$659K	Buy	167,652 +60,611	+57%	+$241K	﹤0.01%	2204
2024 Q3	$434K	Buy	107,041 +42,188	+65%	+$166K	﹤0.01%	2515
2024 Q2	$247K	Buy	64,853 +3,127	+5%	+$11.8K	﹤0.01%	2860
2024 Q1	$241K	Sell	61,726 -1,387	-2%	-$5.47K	﹤0.01%	2871
2023 Q4	$244K	Buy	63,113 +3,100	+5%	+$11.6K	﹤0.01%	2759
2023 Q3	$218K	Sell	60,013 -781	-1%	-$2.96K	﹤0.01%	2743
2023 Q2	$230K	Sell	60,794 -5,069	-8%	-$19.2K	﹤0.01%	2761
2023 Q1	$251K	Sell	65,863 -11,086	-14%	-$44.1K	﹤0.01%	2639
2022 Q4	$304K	Sell	76,949 -500	-0.6%	-$1.93K	﹤0.01%	2422
2022 Q3	$285K	Hold	77,449	–	–	﹤0.01%	2401
2022 Q2	$307K	Buy	77,449 +25,212	+48%	+$105K	﹤0.01%	2364
2022 Q1	$233K	Buy	52,237 +38,744	+287%	+$181K	﹤0.01%	2755
2021 Q4	$70K	Buy	13,493 +5	+0%	+$26	﹤0.01%	3070
2021 Q3	$70K	Buy	13,488 +464	+4%	+$2.44K	﹤0.01%	3000
2021 Q2	$69K	Sell	13,024 -51	-0.4%	-$264	﹤0.01%	3005
2021 Q1	$66K	Sell	13,075 -30,812	-70%	-$153K	﹤0.01%	2793
2020 Q4	$217K	Sell	43,887 -8,137	-16%	-$40.6K	﹤0.01%	2413
2020 Q3	$255K	Hold	52,024	–	–	﹤0.01%	2058
2020 Q2	$240K	Sell	52,024 -83,054	-61%	-$372K	﹤0.01%	2050
2020 Q1	$569K	Buy	135,078 +52,473	+64%	+$252K	0.01%	1288
2019 Q4	$419K	Hold	82,605	–	–	﹤0.01%	1693
2019 Q3	$417K	Sell	82,605 -581	-0.7%	-$2.94K	﹤0.01%	1627
2019 Q2	$427K	Sell	83,186 -8,718	-9%	-$43.3K	﹤0.01%	1533
2019 Q1	$444K	Sell	91,904 -2,121	-2%	-$10.1K	﹤0.01%	1570
2018 Q4	$412K	Buy	94,025 +61,698	+191%	+$281K	﹤0.01%	1428
2018 Q3	$154K	Sell	32,327 -21,413	-40%	-$103K	﹤0.01%	2113
2018 Q2	$259K	Sell	53,740 -6,006	-10%	-$29K	﹤0.01%	1840
2018 Q1	$287K	Sell	59,746 -2,900	-5%	-$14.3K	﹤0.01%	1707
2017 Q4	$318K	Sell	62,646 -14,376	-19%	-$72.6K	﹤0.01%	1618
2017 Q3	$395K	Sell	77,022 -2,600	-3%	-$13.3K	0.01%	1379
2017 Q2	$404K	Hold	79,622	–	–	0.01%	1324
2017 Q1	$401K	Sell	79,622 -71,254	-47%	-$363K	0.01%	1188
2016 Q4	$753K	Sell	150,876 -45,992	-23%	-$227K	0.01%	817
2016 Q3	$994K	Buy	196,868 +178,221	+956%	+$894K	0.02%	683
2016 Q2	$91K	Buy	18,647 +2,794	+18%	+$13.3K	﹤0.01%	1488
2016 Q1	$74K	Buy	15,853 +35	+0.2%	+$158	﹤0.01%	1532
2015 Q4	$74K	Sell	15,818 -3,813	-19%	-$17.9K	﹤0.01%	1507
2015 Q3	$92K	Buy	19,631 +32	+0.2%	+$156	﹤0.01%	1365
2015 Q2	$101K	Sell	19,599 -977	-5%	-$5.2K	﹤0.01%	1369
2015 Q1	$109K	Sell	20,576 -4,476	-18%	-$24K	﹤0.01%	1336
2014 Q4	$135K	Sell	25,052 -1,510	-6%	-$8.44K	﹤0.01%	1272
2014 Q3	$154K	Sell	26,562 -857	-3%	-$5.08K	﹤0.01%	1352
2014 Q2	$167K	Buy	27,419 +4,509	+20%	+$27.3K	0.01%	1233
2014 Q1	$139K	Buy	22,910 +10	+0%	+$60	0.01%	1203
2013 Q4	$136K	Sell	22,900 -7,470	-25%	-$44.8K	0.01%	1145
2013 Q3	$181K	Sell	30,370 -19,293	-39%	-$113K	0.01%	1068
2013 Q2	$295K	Buy	+49,663	New	+$314K	0.02%	764

Other funds holding HIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors's HIO Position: Q1 2026 in Review

Cambridge Investment Research Advisors held its Western Asset High Income Opportunity Fund (HIO) position steady in Q1 2026 at 46,404 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #3715.

Cambridge Investment Research Advisors first reported a position in HIO in Q2 2013 and has held it in 52 quarters since. The position peaked at $994K in Q3 2016. 119 funds tracked by Wall St. Rank hold HIO as of Q1 2026.

Cambridge Investment Research Advisors held 46,404 shares of Western Asset High Income Opportunity Fund worth $168K as of Q1 2026.
Cambridge Investment Research Advisors left its Western Asset High Income Opportunity Fund share count unchanged in Q1 2026.
Western Asset High Income Opportunity Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3715 holding.
Cambridge Investment Research Advisors first reported a position in Western Asset High Income Opportunity Fund in Q2 2013 and has held it in 52 quarters since.
Cambridge Investment Research Advisors's Western Asset High Income Opportunity Fund position peaked at $994K in Q3 2016.
119 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.