Shulman DeMeo Asset Management LLC
Position in HIX — Western Asset High Income Fund II Inc.
CIK 1767070
LAKE SUCCESS, NY
Position in HIX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$41,742
-$1,580 QoQ
Shares Held
10,541
-3.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 74 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HIX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shulman DeMeo Asset Management LLC holds $13,915,002 across 28 Asset Management names. HIX ranks #28 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
151,552 | $2,824,929 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
44,170 | $1,331,283 | |
| 3 | APO |
Apollo Global Management, Inc.
|
10,910 | $1,290,762 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
129,042 | $1,234,931 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
91,876 | $991,342 | |
| 6 | BX |
Blackstone Inc.
|
5,570 | $655,421 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
77,280 | $608,966 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
50,279 | $513,851 |
All Filings in HIX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,742 | 10,541 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $43,322 | 10,885 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $47,607 | 11,444 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $49,781 | 11,444 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $49,862 | 11,623 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $51,221 | 12,254 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $51,589 | 12,254 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $57,051 | 12,650 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $55,027 | 12,650 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $59,254 | 13,256 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $66,290 | 13,365 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $59,862 | 13,422 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $65,504 | 13,423 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $68,117 | 14,016 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $68,868 | 14,229 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $62,038 | 14,229 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $70,331 | 14,266 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $89,035 | 14,790 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $105,896 | 14,790 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||