FSAG
HFRO

Financial Solutions Advisory Group’s Highland Opportunities and Income Fund HFRO Stock Holding History

Financial Solutions Advisory 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
2026
Q2 		$341K Buy
+44,734
New +$287K 0.04% 140

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Financial Solutions Advisory Group's HFRO Position: Q2 2026 in Review

Financial Solutions Advisory Group opened a new position in Highland Opportunities and Income Fund (HFRO) in Q2 2026: 44,734 shares worth $341K. The stake represents 0.04% of the portfolio and ranks #140 among its holdings.

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

  • Financial Solutions Advisory Group held 44,734 shares of Highland Opportunities and Income Fund worth $341K as of Q2 2026.
  • Highland Opportunities and Income Fund was a new Financial Solutions Advisory Group position in Q2 2026.
  • Highland Opportunities and Income Fund made up 0.04% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #140 holding.
  • 92 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.