P
HIO

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

&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
Q1 		$74.7K Buy
20,565
+519
+3% +$1.93K ﹤0.01% 2354
2025
Q4 		$74.4K Buy
20,046
+650
+3% +$2.46K ﹤0.01% 2229
2025
Q3 		$74.5K Buy
+19,396
New +$76.9K ﹤0.01% 2067

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

&Partners's HIO Position: Q1 2026 in Review

&Partners increased its Western Asset High Income Opportunity Fund (HIO) stake by 2.6% in Q1 2026, buying an estimated $1.93K and bringing the position to 20,565 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

&Partners first reported a position in HIO in Q3 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold HIO as of Q1 2026.

  • &Partners held 20,565 shares of Western Asset High Income Opportunity Fund worth $74.7K as of Q1 2026.
  • &Partners bought 519 Western Asset High Income Opportunity Fund shares in Q1 2026, an estimated $1.93K.
  • Western Asset High Income Opportunity Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2354 holding.
  • &Partners first reported a position in Western Asset High Income Opportunity Fund in Q3 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.