MWM
HFRO

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

Maridea 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
2025
Q1 		– Sell
-22,951
Closed -$119K – 250
2024
Q4 		$119K Buy
+22,951
New +$130K 0.04% 228

Other funds holding HFRO

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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Maridea Wealth Management's HFRO Position: Q1 2025 in Review

Maridea Wealth Management sold out of Highland Opportunities and Income Fund (HFRO) in Q1 2025, closing a stake of 22,951 shares — an estimated $119K sold.

Maridea Wealth Management first reported a position in HFRO in Q4 2024 and held it in 1 quarter. The position peaked at $119K in Q4 2024. 95 funds tracked by Wall St. Rank hold HFRO as of Q1 2025.

  • Maridea Wealth Management reported no remaining Highland Opportunities and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 22,951 Highland Opportunities and Income Fund shares in Q1 2025, an estimated $119K.
  • Maridea Wealth Management first reported a position in Highland Opportunities and Income Fund in Q4 2024 and held it in 1 quarter.
  • Maridea Wealth Management's Highland Opportunities and Income Fund position peaked at $119K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q1 2025.

Based on Maridea Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.