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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,072	Closed	-$211K	–	1660
2025 Q1	$211K	Hold	14,072	–	–	﹤0.01%	1690
2024 Q4	$211K	Hold	14,072	–	–	﹤0.01%	1799
2024 Q3	$243K	Hold	14,072	–	–	﹤0.01%	1650
2024 Q2	$222K	Hold	14,072	–	–	﹤0.01%	1695
2024 Q1	$217K	Sell	14,072 -2,000	-12%	-$29.7K	﹤0.01%	1778
2023 Q4	$227K	Hold	16,072	–	–	﹤0.01%	1692
2023 Q3	$214K	Hold	16,072	–	–	﹤0.01%	1656
2023 Q2	$225K	Buy	16,072 +600	+4%	+$8.28K	﹤0.01%	1626
2023 Q1	$226K	Buy	15,472 +90	+0.6%	+$1.34K	﹤0.01%	1595
2022 Q4	$222K	Buy	15,382 +90	+0.6%	+$1.31K	﹤0.01%	1543
2022 Q3	$229K	Buy	+15,292	New	+$245K	﹤0.01%	1478
2022 Q2	–	Sell	-11,329	Closed	-$203K	–	1748
2022 Q1	$203K	Buy	+11,329	New	+$198K	﹤0.01%	1591

Other funds holding HPS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

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

Atria Wealth Solutions sold out of John Hancock Preferred Income Fund III (HPS) in Q2 2025, closing a stake of 14,072 shares — an estimated $211K sold.

Atria Wealth Solutions first reported a position in HPS in Q1 2022 and held it in 12 quarters. The position peaked at $243K in Q3 2024. 67 funds tracked by Wall St. Rank hold HPS as of Q2 2025.

Atria Wealth Solutions reported no remaining John Hancock Preferred Income Fund III position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 14,072 John Hancock Preferred Income Fund III shares in Q2 2025, an estimated $211K.
Atria Wealth Solutions first reported a position in John Hancock Preferred Income Fund III in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's John Hancock Preferred Income Fund III position peaked at $243K in Q3 2024.
67 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2025.

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