HI
HFRO

Harbour Investments’s Highland Opportunities and Income Fund HFRO Stock Holding History

Harbour Investments’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 		$464K Sell
65,120
-77,123
-54% -$495K 0.01% 1153
2026
Q1 		$812K Buy
+142,243
New +$867K 0.01% 845

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

Harbour Investments's HFRO Position: Q2 2026 in Review

Harbour Investments reduced its Highland Opportunities and Income Fund (HFRO) stake by 54% in Q2 2026, selling an estimated $495K and leaving 65,120 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #1153.

Harbour Investments first reported a position in HFRO in Q1 2026 and has held it in 2 quarters since. The position peaked at $812K in Q1 2026. 92 funds tracked by Wall St. Rank hold HFRO as of Q2 2026.

  • Harbour Investments held 65,120 shares of Highland Opportunities and Income Fund worth $464K as of Q2 2026.
  • Harbour Investments sold 77,123 Highland Opportunities and Income Fund shares in Q2 2026, an estimated $495K.
  • Highland Opportunities and Income Fund made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1153 holding.
  • Harbour Investments first reported a position in Highland Opportunities and Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Harbour Investments's Highland Opportunities and Income Fund position peaked at $812K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.