Kanen Wealth Management’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Kanen Wealth Management’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	$1.79M	Hold	490,454	–	–	0.43%	28
2026 Q1	$1.78M	Buy	490,454 +10,000	+2%	+$37.3K	0.64%	24
2025 Q4	$1.78M	Sell	480,454 -216,564	-31%	-$820K	0.54%	24
2025 Q3	$2.68M	Buy	697,018 +304,100	+77%	+$1.21M	0.89%	19
2025 Q2	$1.56M	Buy	392,918 +29,200	+8%	+$112K	0.6%	17
2025 Q1	$1.45M	Buy	+363,718	New	+$1.46M	0.58%	19

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

Kanen Wealth Management's HIO Position: Q2 2026 in Review

Kanen Wealth Management held its Western Asset High Income Opportunity Fund (HIO) position steady in Q2 2026 at 490,454 shares worth $1.79M. The position accounts for 0.43% of the portfolio, ranked #28.

Kanen Wealth Management first reported a position in HIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.68M in Q3 2025. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

Kanen Wealth Management held 490,454 shares of Western Asset High Income Opportunity Fund worth $1.79M as of Q2 2026.
Kanen Wealth Management left its Western Asset High Income Opportunity Fund share count unchanged in Q2 2026.
Western Asset High Income Opportunity Fund made up 0.43% of Kanen Wealth Management's portfolio in Q2 2026, its #28 holding.
Kanen Wealth Management first reported a position in Western Asset High Income Opportunity Fund in Q1 2025 and has held it in 6 quarters since.
Kanen Wealth Management's Western Asset High Income Opportunity Fund position peaked at $2.68M in Q3 2025.
112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Kanen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.