AAP
HFRO

Arax Advisory Partners’s Highland Opportunities and Income Fund HFRO Stock Holding History

Arax Advisory Partners’s Portfolio HFRO Stock Details HFRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,000
Closed -$5.2K – 3903
2025
Q2 		$5.2K Buy
+1,000
New +$5.05K ﹤0.01% 2239

Other funds holding HFRO

SCM
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Raymond James Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arax Advisory Partners's HFRO Position: Q3 2025 in Review

Arax Advisory Partners sold out of Highland Opportunities and Income Fund (HFRO) in Q3 2025, closing a stake of 1,000 shares — an estimated $5.2K sold.

Arax Advisory Partners first reported a position in HFRO in Q2 2025 and held it in 1 quarter. The position peaked at $5.2K in Q2 2025. 94 funds tracked by Wall St. Rank hold HFRO as of Q3 2025.

  • Arax Advisory Partners reported no remaining Highland Opportunities and Income Fund position as of Q3 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 1,000 Highland Opportunities and Income Fund shares in Q3 2025, an estimated $5.2K.
  • Arax Advisory Partners first reported a position in Highland Opportunities and Income Fund in Q2 2025 and held it in 1 quarter.
  • Arax Advisory Partners's Highland Opportunities and Income Fund position peaked at $5.2K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q3 2025.

Based on Arax Advisory Partners's 13F filing for Q3 2025, filed 14 Nov 2025.