IA
HFRO

IFP Advisors’s Highland Opportunities and Income Fund HFRO Stock Holding History

IFP Advisors’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 		$27.4K Sell
3,845
-172
-4% -$1.1K ﹤0.01% 2767
2026
Q1 		$22.9K Sell
4,017
-1,205
-23% -$7.34K ﹤0.01% 2703
2025
Q4 		$31.2K Buy
+5,222
New +$32.7K ﹤0.01% 2464
2025
Q3 		– Sell
-1,166
Closed -$6.06K – 4878
2025
Q2 		$6.06K Buy
1,166
+8
+0.7% +$40 ﹤0.01% 3237
2025
Q1 		$6.02K Buy
1,158
+25
+2% +$138 ﹤0.01% 2759
2024
Q4 		$5.88K Buy
1,133
+23
+2% +$130 ﹤0.01% 2730
2024
Q3 		$6.8K Buy
1,110
+21
+2% +$128 ﹤0.01% 2565
2024
Q2 		$6.81K Buy
1,089
+19
+2% +$122 ﹤0.01% 2467
2024
Q1 		$7.52K Buy
1,070
+19
+2% +$128 ﹤0.01% 2330
2023
Q4 		$8.08K Buy
1,051
+31
+3% +$245 ﹤0.01% 2262
2023
Q3 		$8.2K Sell
1,020
-2,418
-70% -$20.2K ﹤0.01% 2336
2023
Q2 		$31K Buy
3,438
+434
+14% +$3.79K ﹤0.01% 1815
2023
Q1 		$47.6K Buy
3,004
+2,350
+359% +$23.4K ﹤0.01% 1596
2022
Q4 		$10K Sell
654
-1,079
-62% -$11.8K ﹤0.01% 3380
2022
Q3 		$27K Buy
1,733
+20
+1% +$229 ﹤0.01% 2840
2022
Q2 		$27K Hold
1,713
– – ﹤0.01% 2613
2022
Q1 		$27K Buy
+1,713
New +$19.6K ﹤0.01% 2613
2019
Q1 		$41K Sell
2,954
-1,460
-33% -$20K 0.01% 1044
2018
Q4 		$55K Sell
4,414
-409,367
-99% -$6.02M ﹤0.01% 1554
2018
Q3 		$6.38M Sell
413,781
-25,696
-6% -$404K 0.26% 81
2018
Q2 		$6.87M Buy
+439,477
New +$6.99M 0.29% 75

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

IFP Advisors's HFRO Position: Q2 2026 in Review

IFP Advisors reduced its Highland Opportunities and Income Fund (HFRO) stake by 4.3% in Q2 2026, selling an estimated $1.1K and leaving 3,845 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

IFP Advisors first reported a position in HFRO in Q2 2018 and has held it in 21 quarters since. The position peaked at $6.87M in Q2 2018. 92 funds tracked by Wall St. Rank hold HFRO as of Q2 2026.

  • IFP Advisors held 3,845 shares of Highland Opportunities and Income Fund worth $27.4K as of Q2 2026.
  • IFP Advisors sold 172 Highland Opportunities and Income Fund shares in Q2 2026, an estimated $1.1K.
  • Highland Opportunities and Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2767 holding.
  • IFP Advisors first reported a position in Highland Opportunities and Income Fund in Q2 2018 and has held it in 21 quarters since.
  • IFP Advisors's Highland Opportunities and Income Fund position peaked at $6.87M in Q2 2018.
  • 92 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.