NA
HIO

NewEdge Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

NewEdge 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 		$94K Sell
25,835
-3,000
-10% -$10.9K ﹤0.01% 2964
2026
Q1 		$105K Sell
28,835
-16,700
-37% -$62.2K ﹤0.01% 2741
2025
Q4 		$169K Sell
45,535
-5,310
-10% -$20.1K ﹤0.01% 2627
2025
Q3 		$195K Sell
50,845
-2,372
-4% -$9.41K ﹤0.01% 2414
2025
Q2 		$212K Sell
53,217
-11,818
-18% -$45.4K ﹤0.01% 2192
2025
Q1 		$259K Sell
65,035
-9,800
-13% -$39.2K ﹤0.01% 1976
2024
Q4 		$294K Sell
74,835
-5,500
-7% -$21.9K ﹤0.01% 1894
2024
Q3 		$325K Hold
80,335
– – ﹤0.01% 1754
2024
Q2 		$306K Sell
80,335
-3,178
-4% -$12K ﹤0.01% 1705
2024
Q1 		$326K Sell
83,513
-2,322
-3% -$9.15K ﹤0.01% 1600
2023
Q4 		$333K Buy
85,835
+23,394
+37% +$87.4K ﹤0.01% 1499
2023
Q3 		$227K Sell
62,441
-22,100
-26% -$83.9K ﹤0.01% 1578
2023
Q2 		$320K Buy
84,541
+20
+0% +$76 ﹤0.01% 1426
2023
Q1 		$319K Buy
84,521
+5,412
+7% +$21.5K ﹤0.01% 1349
2022
Q4 		$309K Buy
79,109
+118
+0.1% +$454 0.01% 991
2022
Q3 		$291K Buy
78,991
+2,600
+3% +$10.5K ﹤0.01% 1221
2022
Q2 		$302K Buy
76,391
+2,100
+3% +$8.76K 0.01% 1211
2022
Q1 		$333K Buy
74,291
+10,100
+16% +$47.3K 0.01% 938
2021
Q4 		$334K Buy
+64,191
New +$332K 0.01% 1267

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

NewEdge Advisors's HIO Position: Q2 2026 in Review

NewEdge Advisors reduced its Western Asset High Income Opportunity Fund (HIO) stake by 10% in Q2 2026, selling an estimated $10.9K and leaving 25,835 shares worth $94K. The position accounts for ﹤0.01% of the portfolio, ranked #2964.

NewEdge Advisors first reported a position in HIO in Q4 2021 and has held it in 19 quarters since. The position peaked at $334K in Q4 2021. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • NewEdge Advisors held 25,835 shares of Western Asset High Income Opportunity Fund worth $94K as of Q2 2026.
  • NewEdge Advisors sold 3,000 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $10.9K.
  • Western Asset High Income Opportunity Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2964 holding.
  • NewEdge Advisors first reported a position in Western Asset High Income Opportunity Fund in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Western Asset High Income Opportunity Fund position peaked at $334K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.