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Triumph Capital Management’s Highland Opportunities and Income Fund HFRO Stock Holding History

Triumph Capital Management’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 		$22K Hold
3,300
– – ﹤0.01% 939
2026
Q2 		$23.5K Buy
3,300
+700
+27% +$4.49K ﹤0.01% 890
2026
Q1 		$14.8K Buy
2,600
+1,700
+189% +$10.4K ﹤0.01% 980
2025
Q4 		$5.38K Buy
+900
New +$5.64K ﹤0.01% 1239

Other funds holding HFRO

GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Triumph Capital Management's HFRO Position: Q3 2026 in Review

Triumph Capital Management held its Highland Opportunities and Income Fund (HFRO) position steady in Q3 2026 at 3,300 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Triumph Capital Management first reported a position in HFRO in Q4 2025 and has held it in 4 quarters since. The position peaked at $23.5K in Q2 2026. 7 funds tracked by Wall St. Rank hold HFRO as of Q3 2026.

  • Triumph Capital Management held 3,300 shares of Highland Opportunities and Income Fund worth $22K as of Q3 2026.
  • Triumph Capital Management left its Highland Opportunities and Income Fund share count unchanged in Q3 2026.
  • Highland Opportunities and Income Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #939 holding.
  • Triumph Capital Management first reported a position in Highland Opportunities and Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Highland Opportunities and Income Fund position peaked at $23.5K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.