CIBC Private Wealth Group
HFRO

CIBC Private Wealth Group’s Highland Opportunities and Income Fund HFRO Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$2.51K Buy
419
+7
+2% +$44 ﹤0.01% 2767
2025
Q3 		$2.61K Buy
412
+8
+2% +$47 ﹤0.01% 2689
2025
Q2 		$2.1K Buy
404
+8
+2% +$40 ﹤0.01% 2627
2025
Q1 		$1.77K Sell
396
-317
-44% -$1.75K ﹤0.01% 2715
2024
Q4 		$3.86K Sell
713
-15
-2% -$85 ﹤0.01% 2554
2024
Q3 		$4.46K Sell
728
-4,520
-86% -$27.5K ﹤0.01% 2618
2024
Q2 		$32K Buy
5,248
+274
+6% +$1.76K ﹤0.01% 1847
2024
Q1 		$33.9K Buy
+4,974
New +$33.6K ﹤0.01% 1829

Other funds holding HFRO

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return