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Farther Finance Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Farther Finance 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
Q3 		– Sell
-1,254
Closed -$4.57K – 6240
2026
Q2 		$4.57K Hold
1,254
– – ﹤0.01% 4843
2026
Q1 		$4.55K Hold
1,254
– – ﹤0.01% 4546
2025
Q4 		$4.65K Sell
1,254
-6,330
-83% -$24K ﹤0.01% 4348
2025
Q3 		$29.1K Buy
7,584
+6,330
+505% +$25.1K ﹤0.01% 2788
2025
Q2 		$4.99K Hold
1,254
– – ﹤0.01% 3361
2025
Q1 		$5.02K Buy
+1,254
New +$5.02K ﹤0.01% 3066

Other funds holding HIO

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's HIO Position: Q3 2026 in Review

Farther Finance Advisors sold out of Western Asset High Income Opportunity Fund (HIO) in Q3 2026, closing a stake of 1,254 shares — an estimated $4.57K sold.

Farther Finance Advisors first reported a position in HIO in Q1 2025 and held it in 6 quarters. The position peaked at $29.1K in Q3 2025. 8 funds tracked by Wall St. Rank hold HIO as of Q3 2026.

  • Farther Finance Advisors reported no remaining Western Asset High Income Opportunity Fund position as of Q3 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 1,254 Western Asset High Income Opportunity Fund shares in Q3 2026, an estimated $4.57K.
  • Farther Finance Advisors first reported a position in Western Asset High Income Opportunity Fund in Q1 2025 and held it in 6 quarters.
  • Farther Finance Advisors's Western Asset High Income Opportunity Fund position peaked at $29.1K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.