Cetera Investment Advisers
HIO

Cetera Investment Advisers’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Cetera Investment Advisers’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 		$467K Buy
128,283
+18,602
+17% +$67.8K ﹤0.01% 3767
2026
Q1 		$398K Buy
109,681
+11,268
+11% +$42K ﹤0.01% 3723
2025
Q4 		$365K Buy
98,413
+3,341
+4% +$12.7K ﹤0.01% 3719
2025
Q3 		$365K Buy
95,072
+17,080
+22% +$67.8K ﹤0.01% 3653
2025
Q2 		$310K Buy
77,992
+5,937
+8% +$22.8K ﹤0.01% 3367
2025
Q1 		$287K Buy
72,055
+2,472
+4% +$9.89K ﹤0.01% 3303
2024
Q4 		$273K Sell
69,583
-1,454
-2% -$5.78K ﹤0.01% 3182
2024
Q3 		$288K Sell
71,037
-9,745
-12% -$38.3K ﹤0.01% 3097
2024
Q2 		$308K Sell
80,782
-9,990
-11% -$37.8K ﹤0.01% 3010
2024
Q1 		$354K Buy
90,772
+73,912
+438% +$291K ﹤0.01% 2891
2023
Q4 		$65.1K Sell
16,860
-749
-4% -$2.8K ﹤0.01% 2163
2023
Q3 		$64.1K Sell
17,609
-1,244
-7% -$4.72K ﹤0.01% 2123
2023
Q2 		$71.3K Sell
18,853
-2,444
-11% -$9.26K ﹤0.01% 2108
2023
Q1 		$81.1K Sell
21,297
-556
-3% -$2.21K ﹤0.01% 2073
2022
Q4 		$86.3K Buy
21,853
+4,968
+29% +$19.1K ﹤0.01% 2007
2022
Q3 		$62K Buy
16,885
+194
+1% +$783 ﹤0.01% 1609
2022
Q2 		$66K Buy
16,691
+72
+0.4% +$300 ﹤0.01% 1755
2022
Q1 		$74K Sell
16,619
-98
-0.6% -$459 ﹤0.01% 1820
2021
Q4 		$87K Buy
16,717
+677
+4% +$3.5K ﹤0.01% 1805
2021
Q3 		$83K Buy
16,040
+400
+3% +$2.1K ﹤0.01% 1747
2021
Q2 		$83K Sell
15,640
-2,105
-12% -$10.9K ﹤0.01% 1734
2021
Q1 		$90K Sell
17,745
-4,711
-21% -$23.5K ﹤0.01% 1561
2020
Q4 		$111K Buy
+22,456
New +$112K ﹤0.01% 1514

Other funds holding HIO

Morgan Stanley
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
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

Cetera Investment Advisers's HIO Position: Q2 2026 in Review

Cetera Investment Advisers increased its Western Asset High Income Opportunity Fund (HIO) stake by 17% in Q2 2026, buying an estimated $67.8K and bringing the position to 128,283 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #3767.

Cetera Investment Advisers first reported a position in HIO in Q4 2020 and has held it in 23 quarters since. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • Cetera Investment Advisers held 128,283 shares of Western Asset High Income Opportunity Fund worth $467K as of Q2 2026.
  • Cetera Investment Advisers bought 18,602 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $67.8K.
  • Western Asset High Income Opportunity Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3767 holding.
  • Cetera Investment Advisers first reported a position in Western Asset High Income Opportunity Fund in Q4 2020 and has held it in 23 quarters since.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.