AF
HEQ

Allworth Financial’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Allworth Financial’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
2025
Q3 		– Sell
-470
Closed -$4.97K – 4965
2025
Q2 		$4.97K Buy
+470
New +$4.85K ﹤0.01% 3262
2017
Q1 		– Hold
0
– – – 561

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's HEQ Position: Q3 2025 in Review

Allworth Financial sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2025, closing a stake of 470 shares — an estimated $4.97K sold.

Allworth Financial first reported a position in HEQ in Q2 2025 and held it in 1 quarter. The position peaked at $4.97K in Q2 2025. 34 funds tracked by Wall St. Rank hold HEQ as of Q3 2025.

  • Allworth Financial reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 470 John Hancock Hedged Equity & Income Fund shares in Q3 2025, an estimated $4.97K.
  • Allworth Financial first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2025 and held it in 1 quarter.
  • Allworth Financial's John Hancock Hedged Equity & Income Fund position peaked at $4.97K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.