AWS
HPF

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 $82.4M AUM 28.66% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return