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Equibles

B. Riley Wealth Advisors, Inc.

Position in HFRO — Highland Opportunities & Income Fund

CIK 1464811 MEMPHIS, TN
Back to HFRO Full portfolio

Position in HFRO

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$184,060
+$61,278 QoQ
Shares Held
25,815
+20.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#50
of 91 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HFRO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. HFRO ranks #54 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STEW
SRH Total Return Fund, Inc.
 405,048 $7,250,359
2 BX
Blackstone Inc.
 55,522 $6,533,273
3 BPRE
Bluerock Private Real Estate Fund
 454,953 $5,918,938
4 AB
Alliancebernstein Holding L.P.
 75,577 $2,661,821
5 GLAD
Gladstone Capital Corp
 135,581 $2,632,983
6 RA
Brookfield Real Assets Income Fund Inc.
 133,545 $1,720,059
7 CSWC
Capital Southwest Corp
 69,775 $1,658,551
8 MAIN
Main Street Capital CORP
 26,913 $1,396,246

All Filings in HFRO

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $184,060 25,815
2026-03-31 $122,782 21,503
2025-09-30 $155,130 24,430
2025-06-30 $127,036 24,430
2025-03-31 $129,948 24,990
2024-12-31 $146,425 28,213
2024-09-30 $174,937 28,538
2024-06-30 $191,737 30,678
2024-03-31 $233,452 33,208
2023-12-31 $255,369 33,208
2023-09-30 $266,992 33,208
2023-06-30 $317,928 35,208
2023-03-31 $319,437 36,341
2022-12-31 $385,539 37,431
2022-09-30 $366,414 37,697