Inlight Wealth Management’s Highland Opportunities and Income Fund HFRO Stock Holding History

Inlight Wealth Management’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 Q1	–	Sell	-159	Closed	-$951	–	117
2025 Q4	$951	Sell	159 -1	-0.6%	-$6	﹤0.01%	219
2025 Q3	$1.02K	Hold	160	–	–	﹤0.01%	229
2025 Q2	$832	Sell	160 -511	-76%	-$2.58K	﹤0.01%	232
2025 Q1	$3.49K	Buy	+671	New	+$3.71K	﹤0.01%	221

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Inlight Wealth Management's HFRO Position: Q1 2026 in Review

Inlight Wealth Management sold out of Highland Opportunities and Income Fund (HFRO) in Q1 2026, closing a stake of 159 shares — an estimated $951 sold.

Inlight Wealth Management first reported a position in HFRO in Q1 2025 and held it in 4 quarters. The position peaked at $3.49K in Q1 2025. 95 funds tracked by Wall St. Rank hold HFRO as of Q1 2026.

Inlight Wealth Management reported no remaining Highland Opportunities and Income Fund position as of Q1 2026 after selling out during the quarter.
Inlight Wealth Management sold 159 Highland Opportunities and Income Fund shares in Q1 2026, an estimated $951.
Inlight Wealth Management first reported a position in Highland Opportunities and Income Fund in Q1 2025 and held it in 4 quarters.
Inlight Wealth Management's Highland Opportunities and Income Fund position peaked at $3.49K in Q1 2025.
95 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.