Mountain Hill Investment Partners’s Highland Opportunities and Income Fund HFRO Stock Holding History

Mountain Hill Investment 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
2026 Q2	–	Sell	-125	Closed	-$715	–	204
2026 Q1	$715	Buy	125 +2	+2%	+$12	﹤0.01%	165
2025 Q4	$734	Buy	123 +2	+2%	+$13	﹤0.01%	190
2025 Q3	$765	Buy	121 +3	+3%	+$18	﹤0.01%	192
2025 Q2	$615	Buy	118 +2	+2%	+$10	﹤0.01%	159
2025 Q1	$601	Buy	116 +3	+3%	+$17	﹤0.01%	161
2024 Q4	$587	Buy	+113	New	+$640	﹤0.01%	167

Other funds holding HFRO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $145M AUM

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

Mountain Hill Investment Partners's HFRO Position: Q2 2026 in Review

Mountain Hill Investment Partners sold out of Highland Opportunities and Income Fund (HFRO) in Q2 2026, closing a stake of 125 shares — an estimated $715 sold.

Mountain Hill Investment Partners first reported a position in HFRO in Q4 2024 and held it in 6 quarters. The position peaked at $765 in Q3 2025. 26 funds tracked by Wall St. Rank hold HFRO as of Q2 2026.

Mountain Hill Investment Partners reported no remaining Highland Opportunities and Income Fund position as of Q2 2026 after selling out during the quarter.
Mountain Hill Investment Partners sold 125 Highland Opportunities and Income Fund shares in Q2 2026, an estimated $715.
Mountain Hill Investment Partners first reported a position in Highland Opportunities and Income Fund in Q4 2024 and held it in 6 quarters.
Mountain Hill Investment Partners's Highland Opportunities and Income Fund position peaked at $765 in Q3 2025.
26 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.