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

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return