Activest Wealth Management’s John Hancock Preferred Income Fund III HPS Stock Holding History

Activest Wealth Management’s Portfolio HPS Stock Details HPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$393K	Sell	27,057 -31,532	-54%	-$458K	0.08%	81
2026 Q1	$834K	Sell	58,589 -1,764	-3%	-$25.7K	0.15%	58
2025 Q4	$870K	Sell	60,353 -10,711	-15%	-$161K	0.16%	59
2025 Q3	$1.1M	Buy	71,064 +10,218	+17%	+$150K	0.22%	50
2025 Q2	$868K	Sell	60,846 -8,074	-12%	-$115K	0.21%	50
2025 Q1	$1.03M	Sell	68,920 -18,753	-21%	-$283K	0.28%	46
2024 Q4	$1.32M	Sell	87,673 -24,791	-22%	-$395K	0.37%	35
2024 Q3	$1.94M	Sell	112,464 -409	-0.4%	-$6.64K	0.6%	24
2024 Q2	$1.78M	Buy	112,873 +90,706	+409%	+$1.39M	0.59%	23
2024 Q1	$342K	Buy	22,167 +19,950	+900%	+$296K	0.16%	45
2023 Q4	$31.4K	Buy	+2,217	New	+$28.8K	0.02%	122

Other funds holding HPS

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Activest Wealth Management's HPS Position: Q2 2026 in Review

Activest Wealth Management reduced its John Hancock Preferred Income Fund III (HPS) stake by 54% in Q2 2026, selling an estimated $458K and leaving 27,057 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #81.

Activest Wealth Management first reported a position in HPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q3 2024. 26 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

Activest Wealth Management held 27,057 shares of John Hancock Preferred Income Fund III worth $393K as of Q2 2026.
Activest Wealth Management sold 31,532 John Hancock Preferred Income Fund III shares in Q2 2026, an estimated $458K.
John Hancock Preferred Income Fund III made up 0.08% of Activest Wealth Management's portfolio in Q2 2026, its #81 holding.
Activest Wealth Management first reported a position in John Hancock Preferred Income Fund III in Q4 2023 and has held it in 11 quarters since.
Activest Wealth Management's John Hancock Preferred Income Fund III position peaked at $1.94M in Q3 2024.
26 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.