USCWA
HFRO

U.S. Capital Wealth Advisors’s Highland Opportunities and Income Fund HFRO Stock Holding History

U.S. Capital Wealth 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
2026
Q1 		$68.8K Sell
12,044
-783
-6% -$4.77K ﹤0.01% 993
2025
Q4 		$76.7K Hold
12,827
– – ﹤0.01% 966
2025
Q3 		$81.5K Sell
12,827
-2,000
-13% -$11.7K ﹤0.01% 925
2025
Q2 		$77.1K Hold
14,827
– – ﹤0.01% 873
2025
Q1 		$77.1K Sell
14,827
-3,337
-18% -$18.4K ﹤0.01% 824
2024
Q4 		$94.3K Buy
18,164
+5,000
+38% +$28.3K ﹤0.01% 793
2024
Q3 		$80.7K Buy
+13,164
New +$80.1K ﹤0.01% 691

Other funds holding HFRO

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TJHA
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Morgan Stanley
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Envestnet Asset Management
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Invesco
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Cambridge Investment Research Advisors
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GWM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return