IA
HGLB

IFP Advisors’s Highland Global Allocation Fund HGLB Stock Holding History

IFP Advisors’s Portfolio HGLB Stock Details HGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,001
Closed -$91.6K – 4964
2025
Q1 		$91.6K Sell
11,001
-505
-4% -$4.03K ﹤0.01% 1575
2024
Q4 		$78.4K Buy
+11,506
New +$87.8K ﹤0.01% 1595
2023
Q1 		– Sell
-1,832
Closed -$27K – 3845
2022
Q4 		$27K Sell
1,832
-592
-24% -$5.58K ﹤0.01% 2676
2022
Q3 		$36K Hold
2,424
– – ﹤0.01% 2633
2022
Q2 		$36K Hold
2,424
– – ﹤0.01% 2396
2022
Q1 		$36K Buy
+2,424
New +$23.6K ﹤0.01% 2396
2019
Q1 		$51K Buy
+3,929
New +$51K 0.01% 962

Other funds holding HGLB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $576M AUM 23.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

IFP Advisors's HGLB Position: Q2 2025 in Review

IFP Advisors sold out of Highland Global Allocation Fund (HGLB) in Q2 2025, closing a stake of 11,001 shares — an estimated $91.6K sold.

IFP Advisors first reported a position in HGLB in Q1 2019 and held it in 7 quarters. The position peaked at $91.6K in Q1 2025. 30 funds tracked by Wall St. Rank hold HGLB as of Q2 2025.

  • IFP Advisors reported no remaining Highland Global Allocation Fund position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 11,001 Highland Global Allocation Fund shares in Q2 2025, an estimated $91.6K.
  • IFP Advisors first reported a position in Highland Global Allocation Fund in Q1 2019 and held it in 7 quarters.
  • IFP Advisors's Highland Global Allocation Fund position peaked at $91.6K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Highland Global Allocation Fund as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.