Wealth Enhancement Advisory Services
HIX

Wealth Enhancement Advisory Services’s Western Asset High Income Fund II HIX Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-13,827
Closed -$57.9K – 3726
2025
Q4 		$57.9K Sell
13,827
-429
-3% -$1.81K ﹤0.01% 3524
2025
Q3 		$62.4K Sell
14,256
-293
-2% -$1.26K ﹤0.01% 3400
2025
Q2 		$63.1K Buy
14,549
+623
+4% +$2.57K ﹤0.01% 3202
2025
Q1 		$58.2K Buy
13,926
+985
+8% +$4.24K ﹤0.01% 2836
2024
Q4 		$54.5K Buy
+12,941
New +$57.2K ﹤0.01% 2859

Other funds holding HIX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's HIX Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Western Asset High Income Fund II (HIX) in Q1 2026, closing a stake of 13,827 shares — an estimated $57.9K sold.

Wealth Enhancement Advisory Services first reported a position in HIX in Q4 2024 and held it in 5 quarters. The position peaked at $63.1K in Q2 2025. 86 funds tracked by Wall St. Rank hold HIX as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Western Asset High Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 13,827 Western Asset High Income Fund II shares in Q1 2026, an estimated $57.9K.
  • Wealth Enhancement Advisory Services first reported a position in Western Asset High Income Fund II in Q4 2024 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's Western Asset High Income Fund II position peaked at $63.1K in Q2 2025.
  • 86 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.