WWA
HFRO

Wingate Wealth Advisors’s Highland Opportunities and Income Fund HFRO Stock Holding History

Wingate 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
2025
Q1 		– Sell
-1,000
Closed -$5.19K – 227
2024
Q4 		$5.19K Buy
+1,000
New +$5.66K 0.01% 385

Other funds holding HFRO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wingate Wealth Advisors's HFRO Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Highland Opportunities and Income Fund (HFRO) in Q1 2025, closing a stake of 1,000 shares — an estimated $5.19K sold.

Wingate Wealth Advisors first reported a position in HFRO in Q4 2024 and held it in 1 quarter. The position peaked at $5.19K in Q4 2024. 95 funds tracked by Wall St. Rank hold HFRO as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Highland Opportunities and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1,000 Highland Opportunities and Income Fund shares in Q1 2025, an estimated $5.19K.
  • Wingate Wealth Advisors first reported a position in Highland Opportunities and Income Fund in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Highland Opportunities and Income Fund position peaked at $5.19K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Highland Opportunities and Income Fund as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.