IAA
HIO

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Advisor Alliance's HIO Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Western Asset High Income Opportunity Fund (HIO) in Q1 2026: 36,873 shares worth $134K. The stake represents ﹤0.01% of the portfolio and ranks #1524 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in HIO as recently as Q4 2024.

Independent Advisor Alliance first reported a position in HIO in Q4 2024 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold HIO as of Q1 2026.

  • Independent Advisor Alliance held 36,873 shares of Western Asset High Income Opportunity Fund worth $134K as of Q1 2026.
  • Western Asset High Income Opportunity Fund was a new Independent Advisor Alliance position in Q1 2026.
  • Western Asset High Income Opportunity Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1524 holding.
  • Independent Advisor Alliance first reported a position in Western Asset High Income Opportunity Fund in Q4 2024 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.