SFS
HFRO

Sowell Financial Services’s Highland Opportunities and Income Fund HFRO Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-122
Closed -$1K – 1464
2021
Q1 		$1K Hold
122
– – ﹤0.01% 2951
2020
Q4 		$1K Hold
122
– – ﹤0.01% 2580
2020
Q3 		$1K Hold
122
– – ﹤0.01% 2374
2020
Q2 		$1K Hold
122
– – ﹤0.01% 2311
2020
Q1 		$1K Hold
122
– – ﹤0.01% 2249
2019
Q4 		$2K Hold
122
– – ﹤0.01% 2194
2019
Q3 		$2K Buy
+122
New +$1.63K ﹤0.01% 2079

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TJHA
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PCM
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Invesco
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MC
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Wells Fargo
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Cambridge Investment Research Advisors
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AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
LPL Financial
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