TFA
HFRO

Teamwork Financial Advisors’s Highland Opportunities and Income Fund HFRO Stock Holding History

Teamwork Financial Advisors’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
2025
Q1 		– Sell
-16,141
Closed -$5.17K – 188
2024
Q4 		$5.17K Buy
+16,141
New +$91.4K ﹤0.01% 168

Other funds holding HFRO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Teamwork Financial Advisors's HFRO Position: Q1 2025 in Review

Teamwork Financial Advisors sold out of Highland Opportunities and Income Fund (HFRO) in Q1 2025, closing a stake of 16,141 shares — an estimated $5.17K sold.

Teamwork Financial Advisors first reported a position in HFRO in Q4 2024 and held it in 1 quarter. The position peaked at $5.17K in Q4 2024. 95 funds tracked by Wall St. Rank hold HFRO as of Q1 2025.

  • Teamwork Financial Advisors reported no remaining Highland Opportunities and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Teamwork Financial Advisors sold 16,141 Highland Opportunities and Income Fund shares in Q1 2025, an estimated $5.17K.
  • Teamwork Financial Advisors first reported a position in Highland Opportunities and Income Fund in Q4 2024 and held it in 1 quarter.
  • Teamwork Financial Advisors's Highland Opportunities and Income Fund position peaked at $5.17K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q1 2025.

Based on Teamwork Financial Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.