Atria Wealth Solutions’s John Hancock Preferred Income Fund II HPF Stock Holding History

Atria Wealth Solutions’s Portfolio HPF Stock Details HPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$301K	Buy	18,947 +2,140	+13%	+$33.8K	0.01%	1148
2025 Q1	$279K	Sell	16,807 -200	-1%	-$3.36K	﹤0.01%	1508
2024 Q4	$281K	Sell	17,007 -831	-5%	-$14.6K	﹤0.01%	1594
2024 Q3	$333K	Sell	17,838 -18	-0.1%	-$307	﹤0.01%	1448
2024 Q2	$303K	Buy	17,856 +2,098	+13%	+$35.3K	﹤0.01%	1499
2024 Q1	$260K	Sell	15,758 -987	-6%	-$16.1K	﹤0.01%	1653
2023 Q4	$264K	Buy	16,745 +1,302	+8%	+$19K	﹤0.01%	1588
2023 Q3	$223K	Buy	15,443 +423	+3%	+$6.4K	﹤0.01%	1624
2023 Q2	$227K	Buy	15,020 +896	+6%	+$13.4K	﹤0.01%	1622
2023 Q1	$219K	Hold	14,124	–	–	﹤0.01%	1618
2022 Q4	$221K	Buy	14,124 +1,211	+9%	+$19.2K	﹤0.01%	1546
2022 Q3	$212K	Buy	12,913 +1,371	+12%	+$24.6K	﹤0.01%	1519
2022 Q2	$208K	Buy	+11,542	New	+$209K	﹤0.01%	1434

Other funds holding HPF

APW

Axim Planning & Wealth Springboro, Ohio $71.5M AUM 22.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JWCA

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Atria Wealth Solutions's HPF Position: Q2 2025 in Review

Atria Wealth Solutions increased its John Hancock Preferred Income Fund II (HPF) stake by 13% in Q2 2025, buying an estimated $33.8K and bringing the position to 18,947 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #1148.

Atria Wealth Solutions first reported a position in HPF in Q2 2022 and has held it in 13 quarters since. The position peaked at $333K in Q3 2024. 51 funds tracked by Wall St. Rank hold HPF as of Q2 2025.

Atria Wealth Solutions held 18,947 shares of John Hancock Preferred Income Fund II worth $301K as of Q2 2025.
Atria Wealth Solutions bought 2,140 John Hancock Preferred Income Fund II shares in Q2 2025, an estimated $33.8K.
John Hancock Preferred Income Fund II made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1148 holding.
Atria Wealth Solutions first reported a position in John Hancock Preferred Income Fund II in Q2 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's John Hancock Preferred Income Fund II position peaked at $333K in Q3 2024.
51 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.