MI
HGLB

Motiv8 Investments’s Highland Global Allocation Fund HGLB Stock Holding History

Motiv8 Investments’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
Q4 		$3 Buy
+361
New +$3.5K ﹤0.01% 671

Other funds holding HGLB

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.06B AUM 48.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Motiv8 Investments's HGLB Position: Q4 2025 in Review

Motiv8 Investments opened a new position in Highland Global Allocation Fund (HGLB) in Q4 2025: 361 shares worth $3. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings.

43 funds tracked by Wall St. Rank hold HGLB as of Q4 2025.

  • Motiv8 Investments held 361 shares of Highland Global Allocation Fund worth $3 as of Q4 2025.
  • Highland Global Allocation Fund was a new Motiv8 Investments position in Q4 2025.
  • Highland Global Allocation Fund made up ﹤0.01% of Motiv8 Investments's portfolio in Q4 2025, its #671 holding.
  • 43 funds tracked by Wall St. Rank held Highland Global Allocation Fund as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.