BW
HFRO

Boaz Weinstein’s Highland Opportunities and Income Fund HFRO Stock Holding History

Boaz Weinstein’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 		$42.6M Buy
5,976,204
+828,967
+16% +$5.32M 1.09% 23
2026
Q1 		$29.4M Buy
5,147,237
+473,221
+10% +$2.88M 0.81% 24
2025
Q4 		$28M Buy
4,674,016
+944,136
+25% +$5.91M 0.83% 26
2025
Q3 		$23.7M Buy
3,729,880
+1,458,721
+64% +$8.55M 0.65% 37
2025
Q2 		$11.8M Buy
+2,271,159
New +$11.5M 0.28% 68

Other funds holding HFRO

NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Boaz Weinstein's HFRO Position: Q2 2026 in Review

Boaz Weinstein increased its Highland Opportunities and Income Fund (HFRO) stake by 16% in Q2 2026, buying an estimated $5.32M and bringing the position to 5,976,204 shares worth $42.6M. The position accounts for 1.09% of the portfolio, ranked #23.

Boaz Weinstein first reported a position in HFRO in Q2 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold HFRO as of Q2 2026.

  • Boaz Weinstein held 5,976,204 shares of Highland Opportunities and Income Fund worth $42.6M as of Q2 2026.
  • Boaz Weinstein bought 828,967 Highland Opportunities and Income Fund shares in Q2 2026, an estimated $5.32M.
  • Highland Opportunities and Income Fund made up 1.09% of Boaz Weinstein's portfolio in Q2 2026, its #23 holding.
  • Boaz Weinstein first reported a position in Highland Opportunities and Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.