Ameriprise
HEQ

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

Ameriprise’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
Q1 		$862K Buy
79,375
+2,710
+4% +$30K ﹤0.01% 3367
2025
Q4 		$824K Buy
76,665
+10,972
+17% +$118K ﹤0.01% 3428
2025
Q3 		$700K Buy
65,693
+8,287
+14% +$88K ﹤0.01% 3504
2025
Q2 		$607K Sell
57,406
-2,670
-4% -$27.6K ﹤0.01% 3460
2025
Q1 		$625K Buy
60,076
+10,841
+22% +$113K ﹤0.01% 3403
2024
Q4 		$500K Sell
49,235
-662
-1% -$7.14K ﹤0.01% 3525
2024
Q3 		$547K Buy
49,897
+9,225
+23% +$97.9K ﹤0.01% 3443
2024
Q2 		$423K Buy
40,672
+540
+1% +$5.53K ﹤0.01% 3473
2024
Q1 		$421K Buy
40,132
+6,723
+20% +$68.5K ﹤0.01% 3473
2023
Q4 		$336K Sell
33,409
-388
-1% -$3.75K ﹤0.01% 3583
2023
Q3 		$323K Buy
33,797
+22
+0.1% +$229 ﹤0.01% 3566
2023
Q2 		$364K Buy
33,775
+4,630
+16% +$50.4K ﹤0.01% 3551
2023
Q1 		$339K Buy
29,145
+288
+1% +$3.39K ﹤0.01% 3574
2022
Q4 		$332K Sell
28,857
-36,837
-56% -$434K ﹤0.01% 3554
2022
Q3 		$774K Buy
65,694
+5,631
+9% +$68.9K ﹤0.01% 3232
2022
Q2 		$707K Buy
60,063
+857
+1% +$11.1K ﹤0.01% 3262
2022
Q1 		$772K Buy
59,206
+4,814
+9% +$62.2K ﹤0.01% 3313
2021
Q4 		$707K Sell
54,392
-14,602
-21% -$188K ﹤0.01% 3400
2021
Q3 		$866K Sell
68,994
-44,941
-39% -$598K ﹤0.01% 3221
2021
Q2 		$1.51M Buy
+113,935
New +$1.44M ﹤0.01% 3028
2021
Q1 		– Sell
-71,568
Closed -$819K – 3862
2020
Q4 		$819K Buy
71,568
+1,276
+2% +$13.9K ﹤0.01% 3176
2020
Q3 		$742K Sell
70,292
-1,175
-2% -$13.1K ﹤0.01% 3092
2020
Q2 		$803K Buy
71,467
+16,991
+31% +$187K ﹤0.01% 3010
2020
Q1 		$553K Sell
54,476
-1,318
-2% -$17.9K ﹤0.01% 3077
2019
Q4 		$832K Sell
55,794
-3,514
-6% -$50K ﹤0.01% 3136
2019
Q3 		$821K Buy
59,308
+10,761
+22% +$149K ﹤0.01% 3099
2019
Q2 		$685K Buy
48,547
+793
+2% +$11.3K ﹤0.01% 3214
2019
Q1 		$703K Buy
47,754
+7,429
+18% +$107K ﹤0.01% 3178
2018
Q4 		$527K Buy
40,325
+16,418
+69% +$234K ﹤0.01% 3170
2018
Q3 		$377K Buy
23,907
+592
+3% +$9.55K ﹤0.01% 3381
2018
Q2 		$392K Sell
23,315
-19
-0.1% -$322 ﹤0.01% 3325
2018
Q1 		$384K Sell
23,334
-2,637
-10% -$44.4K ﹤0.01% 3290
2017
Q4 		$452K Buy
25,971
+4,728
+22% +$82.3K ﹤0.01% 3243
2017
Q3 		$374K Buy
21,243
+1,401
+7% +$24.5K ﹤0.01% 3314
2017
Q2 		$337K Buy
19,842
+5,231
+36% +$88.6K ﹤0.01% 3373
2017
Q1 		$246K Buy
+14,611
New +$240K ﹤0.01% 3416
2014
Q1 		– Sell
-600
Closed -$10K – 5347
2013
Q4 		$10K Buy
+600
New +$10.2K ﹤0.01% 4375

Other funds holding HEQ

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise's HEQ Position: Q1 2026 in Review

Ameriprise increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 3.5% in Q1 2026, buying an estimated $30K and bringing the position to 79,375 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #3367.

Ameriprise first reported a position in HEQ in Q4 2013 and has held it in 37 quarters since. The position peaked at $1.51M in Q2 2021. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

  • Ameriprise held 79,375 shares of John Hancock Hedged Equity & Income Fund worth $862K as of Q1 2026.
  • Ameriprise bought 2,710 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $30K.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3367 holding.
  • Ameriprise first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2013 and has held it in 37 quarters since.
  • Ameriprise's John Hancock Hedged Equity & Income Fund position peaked at $1.51M in Q2 2021.
  • 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.