Wealthspire Advisors (New York)
HFRO icon

Wealthspire Advisors (New York)’s Highland Opportunities and Income Fund HFRO Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-7
Closed -$44 – 1829
2025
Q3 		$44 Buy
+7
New +$41 ﹤0.01% 3025

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Wealthspire Advisors (New York)'s HFRO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Highland Opportunities and Income Fund (HFRO) in Q4 2025, closing a stake of 7 shares — an estimated $44 sold.

Wealthspire Advisors (New York) first reported a position in HFRO in Q3 2025 and held it in 1 quarter. The position peaked at $44 in Q3 2025. 105 funds tracked by Wall St. Rank hold HFRO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Highland Opportunities and Income Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7 Highland Opportunities and Income Fund shares in Q4 2025, an estimated $44.
  • Wealthspire Advisors (New York) first reported a position in Highland Opportunities and Income Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Highland Opportunities and Income Fund position peaked at $44 in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.