Creative Planning
HIO

Creative Planning’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Creative Planning’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 		$86.5K Buy
23,770
+1,623
+7% +$5.92K ﹤0.01% 4064
2026
Q1 		$80.4K Buy
+22,147
New +$82.5K ﹤0.01% 3937
2024
Q2 		– Sell
-10,844
Closed -$42.3K – 3116
2024
Q1 		$42.3K Hold
10,844
– – ﹤0.01% 2799
2023
Q4 		$41.9K Hold
10,844
– – ﹤0.01% 2657
2023
Q3 		$39.5K Buy
+10,844
New +$41.2K ﹤0.01% 2511
2022
Q3 		– Sell
-12,840
Closed -$51K – 2373
2022
Q2 		$51K Buy
+12,840
New +$53.6K ﹤0.01% 2052
2017
Q3 		– Sell
-3,932
Closed -$20K – 2679
2017
Q2 		$20K Sell
3,932
-1,507
-28% -$7.77K ﹤0.01% 3178
2017
Q1 		$27K Buy
5,439
+5,275
+3,216% +$26.9K ﹤0.01% 2913
2016
Q4 		$1K Hold
164
– – ﹤0.01% 4437
2016
Q3 		$1K Sell
164
-500
-75% -$2.51K ﹤0.01% 4382
2016
Q2 		$3K Buy
664
+500
+305% +$2.39K ﹤0.01% 3882
2016
Q1 		$1K Sell
164
-1,223
-88% -$5.54K ﹤0.01% 4124
2015
Q4 		$7K Buy
1,387
+1,223
+746% +$5.74K ﹤0.01% 3510
2015
Q3 		$1K Buy
+164
New +$801 ﹤0.01% 4093
2014
Q4 		– Sell
-5,845
Closed -$34K – 4233
2014
Q3 		$34K Sell
5,845
-1,026
-15% -$6.08K ﹤0.01% 2177
2014
Q2 		$42K Buy
6,871
+6,281
+1,065% +$38.1K ﹤0.01% 1981
2014
Q1 		$4K Sell
590
-9,982
-94% -$59.8K ﹤0.01% 3170
2013
Q4 		$63K Buy
+10,572
New +$63.3K ﹤0.01% 1449

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

Creative Planning's HIO Position: Q2 2026 in Review

Creative Planning increased its Western Asset High Income Opportunity Fund (HIO) stake by 7.3% in Q2 2026, buying an estimated $5.92K and bringing the position to 23,770 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4064.

Creative Planning first reported a position in HIO in Q4 2013 and has held it in 18 quarters since. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • Creative Planning held 23,770 shares of Western Asset High Income Opportunity Fund worth $86.5K as of Q2 2026.
  • Creative Planning bought 1,623 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $5.92K.
  • Western Asset High Income Opportunity Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4064 holding.
  • Creative Planning first reported a position in Western Asset High Income Opportunity Fund in Q4 2013 and has held it in 18 quarters since.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.