SIS
HIO icon

Sound Income Strategies’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Sound Income Strategies’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 		– Sell
-816
Closed -$2.96K – 1292
2026
Q1 		$2.96K Buy
+816
New +$3.04K ﹤0.01% 2042

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Penserra Capital Management
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 $303M AUM 4.89% 1-Year Est. Return

Sound Income Strategies's HIO Position: Q2 2026 in Review

Sound Income Strategies sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2026, closing a stake of 816 shares — an estimated $2.96K sold.

Sound Income Strategies first reported a position in HIO in Q1 2026 and held it in 1 quarter. The position peaked at $2.96K in Q1 2026. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • Sound Income Strategies reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 816 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $2.96K.
  • Sound Income Strategies first reported a position in Western Asset High Income Opportunity Fund in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's Western Asset High Income Opportunity Fund position peaked at $2.96K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.