Creative Planning
HFRO

Creative Planning’s Highland Opportunities and Income Fund HFRO Stock Holding History

Creative Planning’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
Q1 		$391K Buy
68,548
+22,560
+49% +$137K ﹤0.01% 3217
2025
Q4 		$275K Buy
45,988
+3
+0% +$19 ﹤0.01% 3306
2025
Q3 		$292K Sell
45,985
-197
-0.4% -$1.16K ﹤0.01% 3169
2025
Q2 		$240K Buy
46,182
+4
+0% +$20 ﹤0.01% 3082
2025
Q1 		$240K Sell
46,178
-4,576
-9% -$25.3K ﹤0.01% 2924
2024
Q4 		$263K Sell
50,754
-1,094
-2% -$6.2K ﹤0.01% 2775
2024
Q3 		$318K Sell
51,848
-25,062
-33% -$153K ﹤0.01% 2471
2024
Q2 		$481K Buy
76,910
+2,793
+4% +$17.9K ﹤0.01% 1974
2024
Q1 		$521K Sell
74,117
-31,597
-30% -$213K ﹤0.01% 1828
2023
Q4 		$813K Buy
+105,714
New +$835K ﹤0.01% 1358

Other funds holding HFRO

SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.43B AUM 61.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $528B AUM 27.57% 1-Year Est. Return