BFC Planning, Inc.’s Highland Opportunities and Income Fund HFRO Stock Holding History

BFC Planning, Inc.’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	$47.8K	Buy	+6,700	New	+$43K	﹤0.01%	1579

Other funds holding HFRO

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

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

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

BFC Planning, Inc.'s HFRO Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Highland Opportunities and Income Fund (HFRO) in Q2 2026: 6,700 shares worth $47.8K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings.

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

BFC Planning, Inc. held 6,700 shares of Highland Opportunities and Income Fund worth $47.8K as of Q2 2026.
Highland Opportunities and Income Fund was a new BFC Planning, Inc. position in Q2 2026.
Highland Opportunities and Income Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1579 holding.
92 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.