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Equibles

Integrated Wealth Concepts LLC

Position in HIO — Western Asset High Income Opportunity Fund Inc.

CIK 1737109 WALTHAM, MA
Back to HIO Full portfolio

Position in HIO

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$55,237
+$152 QoQ
Shares Held
15,175
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 113 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HIO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $346,355,725 across 136 Asset Management names. HIO ranks #135 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 1,638,614 $186,152,325
2 STT
State Street Corp
 581,003 $32,600,460
3 PHYS
Sprott Physical Gold Trust
 647,375 $19,531,303
4 BX
Blackstone Inc.
 60,802 $7,154,571
5 BLK
BlackRock, Inc.
 16,586 $4,689,934
6 MAIN
Main Street Capital CORP
 90,056 $4,672,105
7 BPRE
Bluerock Private Real Estate Fund
 301,045 $3,916,595
8 CEF
Sprott Physical Gold & Silver Trust
 84,650 $3,405,469

All Filings in HIO

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $55,237 15,175
2026-03-31 $55,085 15,175
2025-09-30 $58,272 15,175
2025-06-30 $60,396 15,175
2025-03-31 $60,396 15,175
2024-12-31 $59,637 15,175
2024-09-30 $61,458 15,175
2024-06-30 $57,816 15,175
2024-03-31 $59,182 15,175
2023-12-31 $52,785 13,675
2023-09-30 $49,777 13,675
2023-06-30 $51,691 13,675
2023-03-31 $49,149 12,900