AAP
HPI

Arax Advisory Partners’s John Hancock Preferred Income Fund HPI Stock Holding History

Arax Advisory Partners’s Portfolio HPI Stock Details HPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,265
Closed -$36.7K – 4042
2025
Q4 		$36.7K Buy
+2,265
New +$38.5K ﹤0.01% 1782

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Arax Advisory Partners's HPI Position: Q1 2026 in Review

Arax Advisory Partners sold out of John Hancock Preferred Income Fund (HPI) in Q1 2026, closing a stake of 2,265 shares — an estimated $36.7K sold.

Arax Advisory Partners first reported a position in HPI in Q4 2025 and held it in 1 quarter. The position peaked at $36.7K in Q4 2025. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

  • Arax Advisory Partners reported no remaining John Hancock Preferred Income Fund position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 2,265 John Hancock Preferred Income Fund shares in Q1 2026, an estimated $36.7K.
  • Arax Advisory Partners first reported a position in John Hancock Preferred Income Fund in Q4 2025 and held it in 1 quarter.
  • Arax Advisory Partners's John Hancock Preferred Income Fund position peaked at $36.7K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.