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Equibles

INDEPENDENT FINANCIAL GROUP, LLC

Position in HFRO — Highland Opportunities & Income Fund

CIK 275484 SAN DIEGO, CA
Back to HFRO Full portfolio

Position in HFRO

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$205,921
+$42,444 QoQ
Shares Held
28,881
+0.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#49
of 91 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HFRO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. HFRO ranks #87 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BPRE
Bluerock Private Real Estate Fund
 1,254,525 $16,321,370
2 PDI
PIMCO Dynamic Income Fund
 717,418 $11,980,880
3 ARCC
Ares Capital Corp
 460,273 $8,528,858
4 FSK
FS KKR Capital Corp
 760,481 $7,985,050
5 PSEC
Prospect Capital Corp
 2,485,356 $5,741,172
6 FSCO
FS Credit Opportunities Corp.
 1,120,115 $5,589,373
7 PFL
Pimco Income Strategy Fund
 524,739 $4,134,943
8 DSL
DoubleLine Income Solutions Fund
 352,342 $3,896,902

All Filings in HFRO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $205,921 28,881
2026-03-31 $163,477 28,630
2025-12-31 $169,580 28,358
2025-09-30 $192,112 30,254
2025-06-30 $155,766 29,955
2025-03-31 $148,746 28,605
2024-12-31 $158,170 30,476
2024-09-30 $400,019 65,256
2024-06-30 $399,568 63,931
2024-03-31 $350,818 49,903
2023-12-31 $358,107 46,568
2023-09-30 $317,925 39,543
2023-06-30 $389,256 43,107
2023-03-31 $366,912 41,742
2022-12-31 $457,762 44,443
2022-09-30 $360,991 37,139
2022-06-30 $418,185 37,139
2022-03-31 $423,452 35,465
2021-12-31 $381,298 34,695
2021-09-30 $373,665 34,695
2021-06-30 $378,522 34,695
2021-03-31 $379,777 34,245
2020-12-31 $352,038 34,245
2020-09-30 $285,145 33,195
2020-06-30 $267,219 33,195
2020-03-31 $283,153 33,195