Diversify Wealth Management’s Highland Opportunities and Income Fund HFRO Stock Holding History

Diversify Wealth Management’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	$94.7K	Buy	+13,015	New	+$83.5K	﹤0.01%	1224

Other funds holding HFRO

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Diversify Wealth Management's HFRO Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in Highland Opportunities and Income Fund (HFRO) in Q2 2026: 13,015 shares worth $94.7K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings.

92 funds tracked by Wall St. Rank hold HFRO as of Q2 2026.

Diversify Wealth Management held 13,015 shares of Highland Opportunities and Income Fund worth $94.7K as of Q2 2026.
Highland Opportunities and Income Fund was a new Diversify Wealth Management position in Q2 2026.
Highland Opportunities and Income Fund made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1224 holding.
92 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.