AWS
HPI

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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-13,600
Closed -$226K – 1659
2025
Q1 		$226K Sell
13,600
-4,119
-23% -$70.2K ﹤0.01% 1655
2024
Q4 		$295K Sell
17,719
-24,645
-58% -$437K ﹤0.01% 1556
2024
Q3 		$803K Buy
42,364
+317
+0.8% +$5.52K 0.01% 1005
2024
Q2 		$703K Buy
42,047
+2,751
+7% +$45.3K 0.01% 1059
2024
Q1 		$654K Buy
39,296
+10,421
+36% +$168K 0.01% 1121
2023
Q4 		$456K Sell
28,875
-11,945
-29% -$173K 0.01% 1265
2023
Q3 		$595K Buy
40,820
+48
+0.1% +$728 0.01% 1050
2023
Q2 		$621K Sell
40,772
-102
-0.2% -$1.52K 0.01% 1053
2023
Q1 		$654K Sell
40,874
-4,972
-11% -$82.8K 0.01% 991
2022
Q4 		$736K Sell
45,846
-3,512
-7% -$56K 0.01% 897
2022
Q3 		$792K Buy
49,358
+15,077
+44% +$269K 0.01% 807
2022
Q2 		$600K Sell
34,281
-16,503
-32% -$296K 0.01% 885
2022
Q1 		$983K Buy
+50,784
New +$974K 0.02% 744

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

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

Atria Wealth Solutions sold out of John Hancock Preferred Income Fund (HPI) in Q2 2025, closing a stake of 13,600 shares — an estimated $226K sold.

Atria Wealth Solutions first reported a position in HPI in Q1 2022 and held it in 13 quarters. The position peaked at $983K in Q1 2022. 64 funds tracked by Wall St. Rank hold HPI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining John Hancock Preferred Income Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,600 John Hancock Preferred Income Fund shares in Q2 2025, an estimated $226K.
  • Atria Wealth Solutions first reported a position in John Hancock Preferred Income Fund in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's John Hancock Preferred Income Fund position peaked at $983K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2025.

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