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Highland Global mf closed and mf open shares owned by BankPlus Wealth Management

Quarter-by-quarter ownership of Highland Global mf closed and mf open (HGLB) shares owned by BankPlus Wealth Management from 13F filings

Historical chart of BankPlus Wealth Management investment in Highland Global mf closed and mf open

Tip: Access up to 7 years of quarterly data

All positions including Highland Global mf closed and mf open held by BankPlus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Highland Global mf closed and mf open by BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $146k 16k 9.13
2025-09-30 $145k 16k 9.09

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Russell 2000 Etf (IWM)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for BankPlus Wealth Management

Top funds holding Highland Global mf closed and mf open

Raymond James Financial
LPL Financial
Deschutes Portfolio Strategy
Advisor Group Holdings
NWF Advisory Services
Goss Wealth Management
Quantedge Capital Pte
Sovereign Financial Group
UBS Group
Oppenheimer & Co
Cambridge Investment Research Advisors
Pnc Financial Services
Capital Investment Advisors
Shaker Financial Services
Summit Financial

View all funds holding Highland Global mf closed and mf open