Cedar Mountain Advisors’s Highland Opportunities and Income Fund HFRO Stock Holding History

Cedar Mountain 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 Q3	$546	Hold	82	–	–	﹤0.01%	1006
2026 Q2	$585	Hold	82	–	–	﹤0.01%	1026
2026 Q1	$468	Hold	82	–	–	﹤0.01%	1022
2025 Q4	$490	Hold	82	–	–	﹤0.01%	607
2025 Q3	$521	Hold	82	–	–	﹤0.01%	599
2025 Q2	$426	Hold	82	–	–	﹤0.01%	340
2025 Q1	$426	Hold	82	–	–	﹤0.01%	327
2024 Q4	$426	Hold	82	–	–	﹤0.01%	351
2024 Q3	$503	Hold	82	–	–	﹤0.01%	315
2024 Q2	$513	Hold	82	–	–	﹤0.01%	316
2024 Q1	$576	Hold	82	–	–	﹤0.01%	322
2023 Q4	$631	Hold	82	–	–	﹤0.01%	302
2023 Q3	$659	Hold	82	–	–	﹤0.01%	285
2023 Q2	$740	Hold	82	–	–	﹤0.01%	274
2023 Q1	$721	Hold	82	–	–	﹤0.01%	274
2022 Q4	$845	Hold	82	–	–	﹤0.01%	272
2022 Q3	$1K	Hold	82	–	–	﹤0.01%	278
2022 Q2	$1K	Hold	82	–	–	﹤0.01%	282
2022 Q1	$1K	Hold	82	–	–	﹤0.01%	288
2021 Q4	$1K	Hold	82	–	–	﹤0.01%	292
2021 Q3	$1K	Hold	82	–	–	﹤0.01%	285
2021 Q2	$1K	Hold	82	–	–	﹤0.01%	255
2021 Q1	$1K	Hold	82	–	–	﹤0.01%	260
2020 Q4	$1K	Hold	82	–	–	﹤0.01%	253
2020 Q3	$1K	Hold	82	–	–	﹤0.01%	236
2020 Q2	$1K	Hold	82	–	–	﹤0.01%	232
2020 Q1	$1K	Hold	82	–	–	﹤0.01%	217
2019 Q4	$1K	Buy	+82	New	+$987	﹤0.01%	230

Other funds holding HFRO

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Cedar Mountain Advisors's HFRO Position: Q3 2026 in Review

Cedar Mountain Advisors held its Highland Opportunities and Income Fund (HFRO) position steady in Q3 2026 at 82 shares worth $546. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Cedar Mountain Advisors first reported a position in HFRO in Q4 2019 and has held it in 28 quarters since. The position peaked at $1K in Q3 2022. 8 funds tracked by Wall St. Rank hold HFRO as of Q3 2026.

Cedar Mountain Advisors held 82 shares of Highland Opportunities and Income Fund worth $546 as of Q3 2026.
Cedar Mountain Advisors left its Highland Opportunities and Income Fund share count unchanged in Q3 2026.
Highland Opportunities and Income Fund made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1006 holding.
Cedar Mountain Advisors first reported a position in Highland Opportunities and Income Fund in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's Highland Opportunities and Income Fund position peaked at $1K in Q3 2022.
8 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.