ASGL
HGLB

Advisory Solutions Group, LLC’s Highland Global Allocation Fund HGLB Stock Holding History

Advisory Solutions Group, LLC’s Portfolio HGLB Stock Details HGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$852K Buy
+113,297
New +$907K 0.29% 78

Other funds holding HGLB

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Advisory Solutions Group, LLC's HGLB Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in Highland Global Allocation Fund (HGLB) in Q2 2026: 113,297 shares worth $852K. The stake represents 0.29% of the portfolio and ranks #78 among its holdings.

13 funds tracked by Wall St. Rank hold HGLB as of Q2 2026.

  • Advisory Solutions Group, LLC held 113,297 shares of Highland Global Allocation Fund worth $852K as of Q2 2026.
  • Highland Global Allocation Fund was a new Advisory Solutions Group, LLC position in Q2 2026.
  • Highland Global Allocation Fund made up 0.29% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #78 holding.
  • 13 funds tracked by Wall St. Rank held Highland Global Allocation Fund as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.