StoneX Group’s Western Asset High Income Opportunity Fund HIO Stock Holding History

StoneX Group’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 Q3	$85.2K	Buy	+25,272	New	+$88.7K	﹤0.01%	1529
2023 Q3	–	Sell	-13,200	Closed	-$49.9K	–	684
2023 Q2	$49.9K	Buy	+13,200	New	+$50K	0.01%	558

Other funds holding HIO

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

StoneX Group's HIO Position: Q3 2026 in Review

StoneX Group opened a new position in Western Asset High Income Opportunity Fund (HIO) in Q3 2026: 25,272 shares worth $85.2K. The stake represents ﹤0.01% of the portfolio and ranks #1529 among its holdings. This is a return to the name: StoneX Group previously reported a position in HIO as recently as Q2 2023.

StoneX Group first reported a position in HIO in Q2 2023 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold HIO as of Q3 2026.

StoneX Group held 25,272 shares of Western Asset High Income Opportunity Fund worth $85.2K as of Q3 2026.
Western Asset High Income Opportunity Fund was a new StoneX Group position in Q3 2026.
Western Asset High Income Opportunity Fund made up ﹤0.01% of StoneX Group's portfolio in Q3 2026, its #1529 holding.
StoneX Group first reported a position in Western Asset High Income Opportunity Fund in Q2 2023 and has held it in 2 quarters since.
59 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.