SWM
HIX

SeaCrest Wealth Management’s Western Asset High Income Fund II HIX Stock Holding History

SeaCrest Wealth Management’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
Q2 		$191K Buy
48,155
+33,267
+223% +$132K 0.02% 532
2026
Q1 		$59.3K Sell
14,888
-2,315
-13% -$9.55K 0.01% 629
2025
Q4 		$71.9K Buy
17,203
+4,402
+34% +$18.6K 0.01% 625
2025
Q3 		$55.8K Buy
+12,801
New +$55.2K 0.01% 622
2019
Q2 		– Sell
-14,214
Closed -$92K – 1078
2019
Q1 		$92K Sell
14,214
-8,127
-36% -$51.6K 0.02% 719
2018
Q4 		$129K Sell
22,341
-8,272
-27% -$50.1K 0.03% 569
2018
Q3 		$194K Sell
30,613
-5,016
-14% -$32.1K 0.03% 513
2018
Q2 		$229K Sell
35,629
-2,481
-7% -$16.2K 0.04% 448
2018
Q1 		$250K Sell
38,110
-3,699
-9% -$25.1K 0.05% 412
2017
Q4 		$291K Buy
+41,809
New +$295K 0.05% 379

Other funds holding HIX

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SeaCrest Wealth Management's HIX Position: Q2 2026 in Review

SeaCrest Wealth Management increased its Western Asset High Income Fund II (HIX) stake by 223% in Q2 2026, buying an estimated $132K and bringing the position to 48,155 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #532.

SeaCrest Wealth Management first reported a position in HIX in Q4 2017 and has held it in 10 quarters since. The position peaked at $291K in Q4 2017. 11 funds tracked by Wall St. Rank hold HIX as of Q2 2026.

  • SeaCrest Wealth Management held 48,155 shares of Western Asset High Income Fund II worth $191K as of Q2 2026.
  • SeaCrest Wealth Management bought 33,267 Western Asset High Income Fund II shares in Q2 2026, an estimated $132K.
  • Western Asset High Income Fund II made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #532 holding.
  • SeaCrest Wealth Management first reported a position in Western Asset High Income Fund II in Q4 2017 and has held it in 10 quarters since.
  • SeaCrest Wealth Management's Western Asset High Income Fund II position peaked at $291K in Q4 2017.
  • 11 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.