B. Riley Wealth Management’s Highland Opportunities and Income Fund HFRO Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$236	Buy	+20,974	New	+$244K	﹤0.01%	609

Other funds holding HFRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

B. Riley Wealth Management's HFRO Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Highland Opportunities and Income Fund (HFRO) in Q2 2022: 20,974 shares worth $236. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings.

101 funds tracked by Wall St. Rank hold HFRO as of Q2 2022.

B. Riley Wealth Management held 20,974 shares of Highland Opportunities and Income Fund worth $236 as of Q2 2022.
Highland Opportunities and Income Fund was a new B. Riley Wealth Management position in Q2 2022.
Highland Opportunities and Income Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #609 holding.
101 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.