PWPS
HIX

Pinnacle Wealth Planning Services’s Western Asset High Income Fund II HIX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HIX Stock Details HIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.4K Sell
3,119
-760
-20% -$3.13K ﹤0.01% 1921
2025
Q4 		$16.1K Buy
+3,879
New +$16.4K ﹤0.01% 1812

Other funds holding HIX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's HIX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Western Asset High Income Fund II (HIX) stake by 20% in Q1 2026, selling an estimated $3.13K and leaving 3,119 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Pinnacle Wealth Planning Services first reported a position in HIX in Q4 2025 and has held it in 2 quarters since. The position peaked at $16.1K in Q4 2025. 86 funds tracked by Wall St. Rank hold HIX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,119 shares of Western Asset High Income Fund II worth $12.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 760 Western Asset High Income Fund II shares in Q1 2026, an estimated $3.13K.
  • Western Asset High Income Fund II made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1921 holding.
  • Pinnacle Wealth Planning Services first reported a position in Western Asset High Income Fund II in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Western Asset High Income Fund II position peaked at $16.1K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.