TWP
HFRO

Triad Wealth Partners’s Highland Opportunities and Income Fund HFRO Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-3,077
Closed -$19.2K – 410
2024
Q2 		$19.2K Buy
+3,077
New +$19.7K 0.01% 355

Other funds holding HFRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Triad Wealth Partners's HFRO Position: Q3 2024 in Review

Triad Wealth Partners sold out of Highland Opportunities and Income Fund (HFRO) in Q3 2024, closing a stake of 3,077 shares — an estimated $19.2K sold.

Triad Wealth Partners first reported a position in HFRO in Q2 2024 and held it in 1 quarter. The position peaked at $19.2K in Q2 2024. 101 funds tracked by Wall St. Rank hold HFRO as of Q3 2024.

  • Triad Wealth Partners reported no remaining Highland Opportunities and Income Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 3,077 Highland Opportunities and Income Fund shares in Q3 2024, an estimated $19.2K.
  • Triad Wealth Partners first reported a position in Highland Opportunities and Income Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Highland Opportunities and Income Fund position peaked at $19.2K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.