Stratos Wealth Partners’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Stratos Wealth Partners’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	$216K	Sell	59,236 -180	-0.3%	-$656	﹤0.01%	1587
2026 Q1	$216K	Buy	59,416 +51	+0.1%	+$190	﹤0.01%	1501
2025 Q4	$220K	Buy	59,365 +65	+0.1%	+$246	﹤0.01%	1464
2025 Q3	$228K	Sell	59,300 -375	-0.6%	-$1.49K	﹤0.01%	1396
2025 Q2	$238K	Buy	59,675 +25,008	+72%	+$96.1K	﹤0.01%	1248
2025 Q1	$138K	Sell	34,667 -11,578	-25%	-$46.3K	﹤0.01%	1305
2024 Q4	$182K	Buy	46,245 +675	+1%	+$2.68K	﹤0.01%	1364
2024 Q3	$185K	Buy	45,570 +32,603	+251%	+$128K	﹤0.01%	1353
2024 Q2	$49.4K	Buy	+12,967	New	+$49.1K	﹤0.01%	1346
2020 Q4	–	Sell	-12,089	Closed	-$59K	–	1094
2020 Q3	$59K	Sell	12,089 -400	-3%	-$1.96K	﹤0.01%	993
2020 Q2	$58K	Hold	12,489	–	–	﹤0.01%	974
2020 Q1	$53K	Hold	12,489	–	–	﹤0.01%	901
2019 Q4	$63K	Buy	12,489 +600	+5%	+$3.01K	﹤0.01%	964
2019 Q3	$60K	Hold	11,889	–	–	﹤0.01%	937
2019 Q2	$61K	Hold	11,889	–	–	﹤0.01%	935
2019 Q1	$57K	Hold	11,889	–	–	﹤0.01%	915
2018 Q4	$52K	Buy	11,889 +50	+0.4%	+$228	﹤0.01%	852
2018 Q3	$56K	Sell	11,839 -500	-4%	-$2.4K	﹤0.01%	1402
2018 Q2	$59K	Hold	12,339	–	–	﹤0.01%	951
2018 Q1	$59K	Buy	12,339 +10,699	+652%	+$52.8K	﹤0.01%	1482
2017 Q4	$8K	Buy	+1,640	New	+$8.28K	﹤0.01%	2232

Other funds holding HIO

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

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

Stratos Wealth Partners's HIO Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Western Asset High Income Opportunity Fund (HIO) stake by 0.3% in Q2 2026, selling an estimated $656 and leaving 59,236 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Stratos Wealth Partners first reported a position in HIO in Q4 2017 and has held it in 21 quarters since. The position peaked at $238K in Q2 2025. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

Stratos Wealth Partners held 59,236 shares of Western Asset High Income Opportunity Fund worth $216K as of Q2 2026.
Stratos Wealth Partners sold 180 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $656.
Western Asset High Income Opportunity Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1587 holding.
Stratos Wealth Partners first reported a position in Western Asset High Income Opportunity Fund in Q4 2017 and has held it in 21 quarters since.
Stratos Wealth Partners's Western Asset High Income Opportunity Fund position peaked at $238K in Q2 2025.
112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.