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 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

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 $319M AUM 3.9% 1-Year Est. Return

Farther Finance Advisors's HIO Position: Q2 2026 in Review

Farther Finance Advisors held its Western Asset High Income Opportunity Fund (HIO) position steady in Q2 2026 at 1,254 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #4843.

Farther Finance Advisors first reported a position in HIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.1K in Q3 2025. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

Farther Finance Advisors held 1,254 shares of Western Asset High Income Opportunity Fund worth $4.57K as of Q2 2026.
Farther Finance Advisors left its Western Asset High Income Opportunity Fund share count unchanged in Q2 2026.
Western Asset High Income Opportunity Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4843 holding.
Farther Finance Advisors first reported a position in Western Asset High Income Opportunity Fund in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's Western Asset High Income Opportunity Fund position peaked at $29.1K in Q3 2025.
112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.