GRP
HIO

Global Retirement Partners’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Global Retirement Partners’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 		$138K Buy
+37,877
New +$138K ﹤0.01% 1835
2025
Q4 		$101K Buy
+27,152
New +$103K ﹤0.01% 1905
2024
Q3 		– Sell
-3,727
Closed -$14.2K – 3571
2024
Q2 		$14.2K Buy
3,727
+103
+3% +$390 ﹤0.01% 2154
2024
Q1 		$14.1K Buy
3,624
+64
+2% +$252 ﹤0.01% 1961
2023
Q4 		$14K Buy
3,560
+98
+3% +$366 ﹤0.01% 1923
2023
Q3 		$12.4K Buy
+3,462
New +$13.1K ﹤0.01% 1861

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

Global Retirement Partners's HIO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Western Asset High Income Opportunity Fund (HIO) in Q2 2026: 37,877 shares worth $138K. The stake represents ﹤0.01% of the portfolio and ranks #1835 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HIO as recently as Q4 2025.

Global Retirement Partners first reported a position in HIO in Q3 2023 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • Global Retirement Partners held 37,877 shares of Western Asset High Income Opportunity Fund worth $138K as of Q2 2026.
  • Western Asset High Income Opportunity Fund was a new Global Retirement Partners position in Q2 2026.
  • Western Asset High Income Opportunity Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1835 holding.
  • Global Retirement Partners first reported a position in Western Asset High Income Opportunity Fund in Q3 2023 and has held it in 6 quarters since.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.