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Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int (HFRO) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int

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All positions including Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $95k 13k 7.28

More positions owned by Diversify Wealth Management

Ishares Tr Russell 2000 Etf (IWM)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Motorola Solutions Com New (MSI)

View all positions for Diversify Wealth Management

Top funds holding Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int

Saba Capital Management
Highland Capital Management Fund Advisors
Raymond James Financial
Thomas J. Herzfeld Advisors
Morgan Stanley
Envestnet Asset Management
Invesco
Atlas Wealth
Cambridge Investment Research Advisors
Deschutes Portfolio Strategy
LPL Financial
Royal Bank of Canada
Oppenheimer & Co
Geneos Wealth Management
Altium Capital Management

View all funds holding Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int