Cambridge Investment Research Advisors
HFRO

Cambridge Investment Research Advisors’s Highland Opportunities and Income Fund HFRO Stock Holding History

Cambridge Investment Research Advisors’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 		$6.74M Sell
944,693
-21,186
-2% -$136K 0.02% 861
2026
Q1 		$5.51M Buy
965,879
+15,818
+2% +$96.4K 0.01% 914
2025
Q4 		$5.68M Buy
950,061
+15,073
+2% +$94.4K 0.02% 856
2025
Q3 		$5.94M Sell
934,988
-4,433
-0.5% -$26K 0.02% 817
2025
Q2 		$4.88M Sell
939,421
-9,763
-1% -$49.3K 0.01% 868
2025
Q1 		$4.94M Buy
949,184
+212,035
+29% +$1.17M 0.02% 816
2024
Q4 		$3.83M Sell
737,149
-236,822
-24% -$1.34M 0.01% 953
2024
Q3 		$5.97M Sell
973,971
-12,681
-1% -$77.2K 0.02% 717
2024
Q2 		$6.17M Buy
986,652
+157,880
+19% +$1.01M 0.02% 660
2024
Q1 		$5.83M Buy
828,772
+203,867
+33% +$1.38M 0.02% 673
2023
Q4 		$4.81M Buy
624,905
+88,941
+17% +$703K 0.02% 723
2023
Q3 		$4.31M Sell
535,964
-4,765
-0.9% -$39.9K 0.02% 724
2023
Q2 		$4.88M Sell
540,729
-14,741
-3% -$129K 0.02% 674
2023
Q1 		$4.88M Sell
555,470
-133,302
-19% -$1.33M 0.02% 641
2022
Q4 		$7.09M Sell
688,772
-247,214
-26% -$2.69M 0.04% 466
2022
Q3 		$9.1M Sell
935,986
-446,082
-32% -$5.1M 0.05% 348
2022
Q2 		$15.6M Buy
1,382,068
+47,308
+4% +$550K 0.08% 236
2022
Q1 		$15.9M Buy
1,334,760
+167,115
+14% +$1.91M 0.07% 257
2021
Q4 		$12.8M Sell
1,167,645
-43,989
-4% -$490K 0.06% 306
2021
Q3 		$13M Buy
1,211,634
+65,129
+6% +$697K 0.06% 293
2021
Q2 		$12.5M Buy
1,146,505
+511,738
+81% +$5.78M 0.06% 307
2021
Q1 		$7.04M Buy
634,767
+190,850
+43% +$2.01M 0.04% 444
2020
Q4 		$4.56M Buy
443,917
+11,951
+3% +$106K 0.03% 558
2020
Q3 		$3.71M Buy
431,966
+20,632
+5% +$174K 0.03% 563
2020
Q2 		$3.31M Buy
411,334
+15,172
+4% +$124K 0.02% 574
2020
Q1 		$3.38M Sell
396,162
-7,914
-2% -$92.3K 0.03% 486
2019
Q4 		$5.02M Buy
404,076
+25,366
+7% +$305K 0.04% 466
2019
Q3 		$5.06M Buy
378,710
+10,842
+3% +$145K 0.04% 398
2019
Q2 		$5.09M Buy
367,868
+791
+0.2% +$10.7K 0.05% 383
2019
Q1 		$5.1M Buy
367,077
+30,155
+9% +$412K 0.05% 358
2018
Q4 		$4.31M Sell
336,922
-426,901
-56% -$6.28M 0.05% 368
2018
Q3 		$11.8M Buy
763,823
+36,635
+5% +$577K 0.11% 179
2018
Q2 		$11.4M Buy
727,188
+15,661
+2% +$249K 0.12% 168
2018
Q1 		$11.4M Buy
711,527
+24,178
+4% +$381K 0.13% 157
2017
Q4 		$10.7M Buy
+687,349
New +$10.6M 0.13% 171

Other funds holding HFRO

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $145M AUM
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

Cambridge Investment Research Advisors's HFRO Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Highland Opportunities and Income Fund (HFRO) stake by 2.2% in Q2 2026, selling an estimated $136K and leaving 944,693 shares worth $6.74M. The position accounts for 0.02% of the portfolio, ranked #861.

Cambridge Investment Research Advisors first reported a position in HFRO in Q4 2017 and has held it in 35 quarters since. The position peaked at $15.9M in Q1 2022. 31 funds tracked by Wall St. Rank hold HFRO as of Q2 2026.

  • Cambridge Investment Research Advisors held 944,693 shares of Highland Opportunities and Income Fund worth $6.74M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 21,186 Highland Opportunities and Income Fund shares in Q2 2026, an estimated $136K.
  • Highland Opportunities and Income Fund made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #861 holding.
  • Cambridge Investment Research Advisors first reported a position in Highland Opportunities and Income Fund in Q4 2017 and has held it in 35 quarters since.
  • Cambridge Investment Research Advisors's Highland Opportunities and Income Fund position peaked at $15.9M in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.