Harbour Investments’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Harbour Investments’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	$76	Hold	21	–	–	﹤0.01%	4634
2026 Q1	$76	Buy	+21	New	+$78	﹤0.01%	4536
2025 Q2	–	Sell	-1,000	Closed	-$3.98K	–	3656
2025 Q1	$3.98K	Buy	1,000 +990	+9,900%	+$3.96K	﹤0.01%	2899
2024 Q4	$39	Buy	+10	New	+$40	﹤0.01%	3444
2023 Q4	–	Sell	-580	Closed	-$2.11K	–	3154
2023 Q3	$2.11K	Buy	580 +14	+2%	+$53	﹤0.01%	2538
2023 Q2	$2.14K	Buy	566 +13	+2%	+$49	﹤0.01%	2530
2023 Q1	$2.11K	Buy	553 +8	+1%	+$32	﹤0.01%	2541
2022 Q4	$2.15K	Buy	545 +28	+5%	+$108	﹤0.01%	2495
2022 Q3	$2K	Hold	517	–	–	﹤0.01%	2443
2022 Q2	$2K	Buy	+517	New	+$2.16K	﹤0.01%	2443
2021 Q4	$19K	Buy	3,683 +3,460	+1,552%	+$17.9K	﹤0.01%	1691
2021 Q3	$1K	Hold	223	–	–	﹤0.01%	3519
2021 Q2	$1K	Hold	223	–	–	﹤0.01%	3568
2021 Q1	$1K	Buy	+223	New	+$1.11K	﹤0.01%	3400

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

Harbour Investments's HIO Position: Q2 2026 in Review

Harbour Investments held its Western Asset High Income Opportunity Fund (HIO) position steady in Q2 2026 at 21 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #4634.

Harbour Investments first reported a position in HIO in Q1 2021 and has held it in 14 quarters since. The position peaked at $19K in Q4 2021. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

Harbour Investments held 21 shares of Western Asset High Income Opportunity Fund worth $76 as of Q2 2026.
Harbour Investments 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 Harbour Investments's portfolio in Q2 2026, its #4634 holding.
Harbour Investments first reported a position in Western Asset High Income Opportunity Fund in Q1 2021 and has held it in 14 quarters since.
Harbour Investments's Western Asset High Income Opportunity Fund position peaked at $19K in Q4 2021.
112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.