HHM Wealth Advisors, LLC
Position in HIX — Western Asset High Income Fund II Inc.
CIK 1750086
CHATTANOOGA, TN
Position in HIX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,910
-$45 QoQ
Shares Held
2,250
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#62
of 74 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HIX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $1,725,165 across 27 Asset Management names. HIX ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,207 | $495,037 | |
| 2 | KKR |
KKR & Co. Inc.
|
3,599 | $330,316 | |
| 3 | ASST |
Strive, Inc.
|
13,000 | $141,830 | |
| 4 | MAIN |
Main Street Capital CORP
|
2,709 | $140,542 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
8,599 | $92,783 | |
| 6 | BLK |
BlackRock, Inc.
|
96 | $92,309 | |
| 7 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
3,878 | $56,386 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
4,825 | $47,333 |
All Filings in HIX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,910 | 2,250 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $8,955 | 2,250 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $9,360 | 2,250 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $9,787 | 2,250 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,652 | 2,250 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,405 | 2,250 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,472 | 2,250 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,147 | 2,250 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,787 | 2,250 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,057 | 2,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,160 | 2,250 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $10,035 | 2,250 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,980 | 2,250 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,935 | 2,250 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $10,890 | 2,250 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $9,810 | 2,250 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $11,092 | 2,250 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||