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Equibles

Spire Wealth Management

Position in HFRO — Highland Opportunities & Income Fund

CIK 1858740 MCLEAN, VA
Back to HFRO Full portfolio

Position in HFRO

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$3,565
+$710 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 91 holders
Holding Since
Mar 2021
22 quarters on record

Common Shares in HFRO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Spire Wealth Management holds $27,056,715 across 112 Asset Management names. HFRO ranks #102 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
 115,599 $3,199,780
2 BX
Blackstone Inc.
 23,291 $2,740,651
3 NEA
Nuveen AMT-Free Quality Municipal Income Fund
 228,623 $2,684,034
4 CEF
Sprott Physical Gold & Silver Trust
 59,199 $2,381,575
5 ARCC
Ares Capital Corp
 79,181 $1,467,223
6 BLK
BlackRock, Inc.
 1,414 $1,359,645
7 BXSL
Blackstone Secured Lending Fund
 54,621 $1,295,063
8 KKR
KKR & Co. Inc.
 10,743 $985,992

All Filings in HFRO

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,565 500
2026-03-31 $2,855 500
2025-12-31 $2,990 500
2025-09-30 $3,175 500
2025-06-30 $15,600 3,000
2025-03-31 $15,600 3,000
2024-12-31 $15,570 3,000
2024-09-30 $42,910 7,000
2024-06-30 $43,750 7,000
2024-03-31 $54,538 7,758
2023-12-31 $59,659 7,758
2023-09-30 $77,079 9,587
2023-06-30 $86,254 9,552
2023-03-31 $83,672 9,519
2022-12-31 $97,747 9,490
2022-09-30 $7,367 758
2022-06-30 $149,285 13,258
2022-03-31 $158,288 13,257
2021-12-31 $145,694 13,257
2021-09-30 $420,643 39,057
2021-06-30 $291,918 26,757
2021-03-31 $8,406 758