StoneX Group’s Highland Opportunities and Income Fund HFRO Stock Holding History

StoneX 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 Q3	$118K	Buy	+15,972	New	+$116K	﹤0.01%	1481

Other funds holding HFRO

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

ACM

Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $136M AUM 8.93% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

StoneX Group's HFRO Position: Q3 2026 in Review

StoneX Group opened a new position in Highland Opportunities and Income Fund (HFRO) in Q3 2026: 15,972 shares worth $118K. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings.

41 funds tracked by Wall St. Rank hold HFRO as of Q3 2026.

StoneX Group held 15,972 shares of Highland Opportunities and Income Fund worth $118K as of Q3 2026.
Highland Opportunities and Income Fund was a new StoneX Group position in Q3 2026.
Highland Opportunities and Income Fund made up ﹤0.01% of StoneX Group's portfolio in Q3 2026, its #1481 holding.
41 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.