SPIA
HIO

Steward Partners Investment Advisory’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Steward Partners Investment Advisory’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 		$331K Sell
90,960
-2,851
-3% -$10.4K ﹤0.01% 1951
2026
Q1 		$341K Buy
93,811
+14
+0% +$52 ﹤0.01% 1734
2025
Q4 		$348K Buy
93,797
+18
+0% +$68 ﹤0.01% 1630
2025
Q3 		$360K Buy
93,779
+12
+0% +$48 ﹤0.01% 1556
2025
Q2 		$373K Sell
93,767
-7,842
-8% -$30.1K ﹤0.01% 1440
2025
Q1 		$404K Buy
101,609
+7,962
+9% +$31.9K ﹤0.01% 1305
2024
Q4 		$368K Buy
93,647
+15
+0% +$60 ﹤0.01% 1304
2024
Q3 		$379K Buy
93,632
+45
+0% +$177 ﹤0.01% 1226
2024
Q2 		$357K Sell
93,587
-7,843
-8% -$29.7K ﹤0.01% 1205
2024
Q1 		$396K Buy
101,430
+7
+0% +$28 ﹤0.01% 1153
2023
Q4 		$391K Buy
101,423
+90,330
+814% +$337K 0.01% 1109
2023
Q3 		$40.4K Buy
11,093
+8
+0.1% +$30 ﹤0.01% 2003
2023
Q2 		$41.9K Buy
11,085
+9
+0.1% +$34 ﹤0.01% 1956
2023
Q1 		$42.2K Buy
11,076
+5
+0% +$20 ﹤0.01% 1932
2022
Q4 		$43.7K Buy
11,071
+11
+0.1% +$42 ﹤0.01% 1891
2022
Q3 		$41K Buy
11,060
+7
+0.1% +$28 ﹤0.01% 1880
2022
Q2 		$44K Buy
11,053
+7
+0.1% +$29 ﹤0.01% 1859
2022
Q1 		$49K Buy
11,046
+4
+0% +$19 ﹤0.01% 1925
2021
Q4 		$57K Buy
11,042
+7,162
+185% +$37K ﹤0.01% 1841
2021
Q3 		$20K Buy
3,880
+5
+0.1% +$26 ﹤0.01% 2323
2021
Q2 		$20K Sell
3,875
-3,995
-51% -$20.7K ﹤0.01% 5104
2021
Q1 		$40K Buy
7,870
+4,004
+104% +$19.9K ﹤0.01% 2102
2020
Q4 		$19K Sell
3,866
-243,557
-98% -$1.21M ﹤0.01% 2076
2020
Q3 		$1.21M Buy
247,423
+12
+0% +$59 0.03% 431
2020
Q2 		$1.14M Buy
247,411
+9
+0% +$40 0.03% 418
2020
Q1 		$1.04M Buy
247,402
+10,946
+5% +$52.5K 0.04% 376
2019
Q4 		$1.2M Buy
236,456
+232,170
+5,417% +$1.17M 0.04% 407
2019
Q3 		$21K Hold
4,286
– – ﹤0.01% 1707
2019
Q2 		$21K Buy
+4,286
New +$21.3K ﹤0.01% 1688
2018
Q4 		– Sell
-12,286
Closed -$58K – 1354
2018
Q3 		$58K Hold
12,286
– – ﹤0.01% 1143
2018
Q2 		$59K Hold
12,286
– – ﹤0.01% 1036
2018
Q1 		$59K Hold
12,286
– – ﹤0.01% 944
2017
Q4 		$62K Buy
12,286
+590
+5% +$2.98K ﹤0.01% 761
2017
Q3 		$60K Hold
11,696
– – 0.01% 648
2017
Q2 		$59K Buy
11,696
+11,566
+8,897% +$59.7K 0.01% 587
2017
Q1 		$0 Hold
130
– – ﹤0.01% 1528
2016
Q4 		$0 Buy
+130
New +$642 ﹤0.01% 872

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

Steward Partners Investment Advisory's HIO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Western Asset High Income Opportunity Fund (HIO) stake by 3% in Q2 2026, selling an estimated $10.4K and leaving 90,960 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Steward Partners Investment Advisory first reported a position in HIO in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.21M in Q3 2020. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • Steward Partners Investment Advisory held 90,960 shares of Western Asset High Income Opportunity Fund worth $331K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,851 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $10.4K.
  • Western Asset High Income Opportunity Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1951 holding.
  • Steward Partners Investment Advisory first reported a position in Western Asset High Income Opportunity Fund in Q4 2016 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's Western Asset High Income Opportunity Fund position peaked at $1.21M in Q3 2020.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.