AAS
HEQ

Avantax Advisory Services’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Avantax Advisory Services’s Portfolio HEQ Stock Details HEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$175K Sell
16,549
-961
-5% -$9.92K ﹤0.01% 2230
2025
Q1 		$182K Buy
17,510
+153
+0.9% +$1.6K ﹤0.01% 2117
2024
Q4 		$177K Buy
17,357
+1,982
+13% +$21.4K ﹤0.01% 2076
2024
Q3 		$169K Buy
+15,375
New +$163K ﹤0.01% 2025

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's HEQ Position: Q2 2025 in Review

Avantax Advisory Services reduced its John Hancock Hedged Equity & Income Fund (HEQ) stake by 5.5% in Q2 2025, selling an estimated $9.92K and leaving 16,549 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Avantax Advisory Services first reported a position in HEQ in Q3 2024 and has held it in 4 quarters since. The position peaked at $182K in Q1 2025. 32 funds tracked by Wall St. Rank hold HEQ as of Q2 2025.

  • Avantax Advisory Services held 16,549 shares of John Hancock Hedged Equity & Income Fund worth $175K as of Q2 2025.
  • Avantax Advisory Services sold 961 John Hancock Hedged Equity & Income Fund shares in Q2 2025, an estimated $9.92K.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2230 holding.
  • Avantax Advisory Services first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's John Hancock Hedged Equity & Income Fund position peaked at $182K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.