HWP
HFRO

Highline Wealth Partners’s Highland Opportunities and Income Fund HFRO Stock Holding History

Highline Wealth Partners’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 		$2.95K Sell
414
-56
-12% -$359 ﹤0.01% 1049
2026
Q1 		$2.68K Sell
470
-30
-6% -$183 ﹤0.01% 985
2025
Q4 		$2.99K Buy
+500
New +$3.13K ﹤0.01% 737

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

Highline Wealth Partners's HFRO Position: Q2 2026 in Review

Highline Wealth Partners reduced its Highland Opportunities and Income Fund (HFRO) stake by 12% in Q2 2026, selling an estimated $359 and leaving 414 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Highline Wealth Partners first reported a position in HFRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.99K in Q4 2025. 92 funds tracked by Wall St. Rank hold HFRO as of Q2 2026.

  • Highline Wealth Partners held 414 shares of Highland Opportunities and Income Fund worth $2.95K as of Q2 2026.
  • Highline Wealth Partners sold 56 Highland Opportunities and Income Fund shares in Q2 2026, an estimated $359.
  • Highland Opportunities and Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1049 holding.
  • Highline Wealth Partners first reported a position in Highland Opportunities and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Highline Wealth Partners's Highland Opportunities and Income Fund position peaked at $2.99K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.