PRTG
HFRO

Post Resch Tallon Group’s Highland Opportunities and Income Fund HFRO Stock Holding History

Post Resch Tallon Group’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 		$74.8K Buy
+10,485
New +$67.3K 0.05% 134
2025
Q2 		– Sell
-12,121
Closed -$61.9K – 105
2025
Q1 		$61.9K Buy
12,121
+13
+0.1% +$72 0.06% 99
2024
Q4 		$64.1K Buy
+12,108
New +$68.6K 0.06% 101

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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Post Resch Tallon Group's HFRO Position: Q2 2026 in Review

Post Resch Tallon Group opened a new position in Highland Opportunities and Income Fund (HFRO) in Q2 2026: 10,485 shares worth $74.8K. The stake represents 0.05% of the portfolio and ranks #134 among its holdings. This is a return to the name: Post Resch Tallon Group previously reported a position in HFRO as recently as Q1 2025.

Post Resch Tallon Group first reported a position in HFRO in Q4 2024 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold HFRO as of Q2 2026.

  • Post Resch Tallon Group held 10,485 shares of Highland Opportunities and Income Fund worth $74.8K as of Q2 2026.
  • Highland Opportunities and Income Fund was a new Post Resch Tallon Group position in Q2 2026.
  • Highland Opportunities and Income Fund made up 0.05% of Post Resch Tallon Group's portfolio in Q2 2026, its #134 holding.
  • Post Resch Tallon Group first reported a position in Highland Opportunities and Income Fund in Q4 2024 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.