Arax Advisory Partners
HFRO icon

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
2026
Q2 		$36K Buy
+5,044
New +$32.4K ﹤0.01% 3537
2025
Q3 		– Sell
-1,000
Closed -$5.2K – 3903
2025
Q2 		$5.2K Buy
+1,000
New +$5.05K ﹤0.01% 2239

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TJHA
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Morgan Stanley
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Envestnet Asset Management
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AW
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Arax Advisory Partners's HFRO Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Highland Opportunities and Income Fund (HFRO) in Q2 2026: 5,044 shares worth $36K. The stake represents ﹤0.01% of the portfolio and ranks #3537 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in HFRO as recently as Q2 2025.

Arax Advisory Partners first reported a position in HFRO in Q2 2025 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold HFRO as of Q2 2026.

  • Arax Advisory Partners held 5,044 shares of Highland Opportunities and Income Fund worth $36K as of Q2 2026.
  • Highland Opportunities and Income Fund was a new Arax Advisory Partners position in Q2 2026.
  • Highland Opportunities and Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3537 holding.
  • Arax Advisory Partners first reported a position in Highland Opportunities and Income Fund in Q2 2025 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.