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

Concurrent Investment 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 Q2	$191K	Buy	52,351 +2,863	+6%	+$10.4K	﹤0.01%	1961
2026 Q1	$180K	Buy	49,488 +112	+0.2%	+$417	﹤0.01%	1763
2025 Q4	$183K	Buy	49,376 +435	+0.9%	+$1.65K	﹤0.01%	1647
2025 Q3	$188K	Buy	48,941 +85	+0.2%	+$337	﹤0.01%	1365
2025 Q2	$194K	Buy	+48,856	New	+$188K	﹤0.01%	1278

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 $303M AUM 4.89% 1-Year Est. Return

Concurrent Investment Advisors's HIO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Western Asset High Income Opportunity Fund (HIO) stake by 5.8% in Q2 2026, buying an estimated $10.4K and bringing the position to 52,351 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Concurrent Investment Advisors first reported a position in HIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $194K in Q2 2025. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

Concurrent Investment Advisors held 52,351 shares of Western Asset High Income Opportunity Fund worth $191K as of Q2 2026.
Concurrent Investment Advisors bought 2,863 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $10.4K.
Western Asset High Income Opportunity Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1961 holding.
Concurrent Investment Advisors first reported a position in Western Asset High Income Opportunity Fund in Q2 2025 and has held it in 5 quarters since.
Concurrent Investment Advisors's Western Asset High Income Opportunity Fund position peaked at $194K in Q2 2025.
112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.