IWP
HFRO

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

Innova 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
2024
Q4 		– Sell
-83,054
Closed -$509K – 116
2024
Q3 		$509K Buy
+83,054
New +$506K 0.42% 49

Other funds holding HFRO

Koshinski Asset Management
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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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Innova Wealth Partners's HFRO Position: Q4 2024 in Review

Innova Wealth Partners sold out of Highland Opportunities and Income Fund (HFRO) in Q4 2024, closing a stake of 83,054 shares — an estimated $509K sold.

Innova Wealth Partners first reported a position in HFRO in Q3 2024 and held it in 1 quarter. The position peaked at $509K in Q3 2024. 113 funds tracked by Wall St. Rank hold HFRO as of Q4 2024.

  • Innova Wealth Partners reported no remaining Highland Opportunities and Income Fund position as of Q4 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 83,054 Highland Opportunities and Income Fund shares in Q4 2024, an estimated $509K.
  • Innova Wealth Partners first reported a position in Highland Opportunities and Income Fund in Q3 2024 and held it in 1 quarter.
  • Innova Wealth Partners's Highland Opportunities and Income Fund position peaked at $509K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q4 2024.

Based on Innova Wealth Partners's 13F filing for Q4 2024, filed 8 Jan 2025.