Wealth Enhancement Advisory Services
HFRO

Wealth Enhancement Advisory Services’s Highland Opportunities and Income Fund HFRO Stock Holding History

Wealth Enhancement Advisory Services’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
2023
Q4 		– Sell
-11,919
Closed -$95.8K – 2386
2023
Q3 		$95.8K Buy
+11,919
New +$99.8K ﹤0.01% 2103

Other funds holding HFRO

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Wealth Enhancement Advisory Services's HFRO Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Highland Opportunities and Income Fund (HFRO) in Q4 2023, closing a stake of 11,919 shares — an estimated $95.8K sold.

Wealth Enhancement Advisory Services first reported a position in HFRO in Q3 2023 and held it in 1 quarter. The position peaked at $95.8K in Q3 2023. 103 funds tracked by Wall St. Rank hold HFRO as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Highland Opportunities and Income Fund position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,919 Highland Opportunities and Income Fund shares in Q4 2023, an estimated $95.8K.
  • Wealth Enhancement Advisory Services first reported a position in Highland Opportunities and Income Fund in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Highland Opportunities and Income Fund position peaked at $95.8K in Q3 2023.
  • 103 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.