Advisory Services Network’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Advisory Services Network’s Portfolio HEQ Stock Details HEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,301	Closed	-$14.1K	–	3248
2026 Q1	$14.1K	Buy	+1,301	New	+$14.4K	﹤0.01%	3378
2025 Q4	–	Sell	-1,409	Closed	-$15K	–	2873
2025 Q3	$15K	Buy	+1,409	New	+$15K	﹤0.01%	3090
2024 Q1	–	Sell	-1,780	Closed	-$17.9K	–	2392
2023 Q4	$17.9K	Buy	+1,780	New	+$17.2K	﹤0.01%	2577
2023 Q2	–	Sell	-1,780	Closed	-$20.7K	–	2381
2023 Q1	$20.7K	Sell	1,780 -447	-20%	-$5.26K	﹤0.01%	2517
2022 Q4	$25.6K	Buy	+2,227	New	+$26.3K	﹤0.01%	2332
2021 Q3	–	Sell	-4,651	Closed	-$62K	–	2196
2021 Q2	$62K	Buy	+4,651	New	+$58.6K	﹤0.01%	1873
2021 Q1	–	Sell	-2,562	Closed	-$29K	–	2004
2020 Q4	$29K	Buy	2,562 +670	+35%	+$7.3K	﹤0.01%	1952
2020 Q3	$20K	Buy	+1,892	New	+$21.1K	﹤0.01%	2085
2020 Q2	–	Sell	-1,892	Closed	-$19K	–	1757
2020 Q1	$19K	Buy	+1,892	New	+$25.6K	﹤0.01%	1881

Other funds holding HEQ

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Advisory Services Network's HEQ Position: Q2 2026 in Review

Advisory Services Network sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2026, closing a stake of 1,301 shares — an estimated $14.1K sold.

Advisory Services Network first reported a position in HEQ in Q1 2020 and held it in 9 quarters. The position peaked at $62K in Q2 2021. 36 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

Advisory Services Network reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,301 John Hancock Hedged Equity & Income Fund shares in Q2 2026, an estimated $14.1K.
Advisory Services Network first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2020 and held it in 9 quarters.
Advisory Services Network's John Hancock Hedged Equity & Income Fund position peaked at $62K in Q2 2021.
36 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.