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
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 $1.66T 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers's HIO Position: Q1 2026 in Review

Cetera Investment Advisers increased its Western Asset High Income Opportunity Fund (HIO) stake by 11% in Q1 2026, buying an estimated $42K and bringing the position to 109,681 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #3723.

Cetera Investment Advisers first reported a position in HIO in Q4 2020 and has held it in 22 quarters since. 119 funds tracked by Wall St. Rank hold HIO as of Q1 2026.

  • Cetera Investment Advisers held 109,681 shares of Western Asset High Income Opportunity Fund worth $398K as of Q1 2026.
  • Cetera Investment Advisers bought 11,268 Western Asset High Income Opportunity Fund shares in Q1 2026, an estimated $42K.
  • Western Asset High Income Opportunity Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3723 holding.
  • Cetera Investment Advisers first reported a position in Western Asset High Income Opportunity Fund in Q4 2020 and has held it in 22 quarters since.
  • 119 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.