Focus Partners Wealth
HIX

Focus Partners Wealth’s Western Asset High Income Fund II HIX Stock Holding History

Focus Partners Wealth’s Portfolio HIX Stock Details HIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.4K Buy
16,003
+3
+0% +$12 ﹤0.01% 2664
2026
Q1 		$63.7K Hold
16,000
– – ﹤0.01% 2569
2025
Q4 		$66.6K Buy
+16,000
New +$67.4K ﹤0.01% 2588

Other funds holding HIX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth's HIX Position: Q2 2026 in Review

Focus Partners Wealth increased its Western Asset High Income Fund II (HIX) stake by 0.02% in Q2 2026, buying an estimated $12 and bringing the position to 16,003 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Focus Partners Wealth first reported a position in HIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $66.6K in Q4 2025. 74 funds tracked by Wall St. Rank hold HIX as of Q2 2026.

  • Focus Partners Wealth held 16,003 shares of Western Asset High Income Fund II worth $63.4K as of Q2 2026.
  • Focus Partners Wealth bought 3 Western Asset High Income Fund II shares in Q2 2026, an estimated $12.
  • Western Asset High Income Fund II made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2664 holding.
  • Focus Partners Wealth first reported a position in Western Asset High Income Fund II in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Western Asset High Income Fund II position peaked at $66.6K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.