Independent Advisor Alliance’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Independent Advisor Alliance’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	–	Sell	-36,873	Closed	-$134K	–	1302
2026 Q1	$134K	Buy	+36,873	New	+$137K	﹤0.01%	1524
2025 Q1	–	Sell	-11,257	Closed	-$44.2K	–	1047
2024 Q4	$44.2K	Buy	+11,257	New	+$44.7K	﹤0.01%	1337

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

Independent Advisor Alliance's HIO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Western Asset High Income Opportunity Fund (HIO) in Q2 2026, closing a stake of 36,873 shares — an estimated $134K sold.

Independent Advisor Alliance first reported a position in HIO in Q4 2024 and held it in 2 quarters. The position peaked at $134K in Q1 2026. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

Independent Advisor Alliance reported no remaining Western Asset High Income Opportunity Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 36,873 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $134K.
Independent Advisor Alliance first reported a position in Western Asset High Income Opportunity Fund in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Western Asset High Income Opportunity Fund position peaked at $134K in Q1 2026.
112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.