Avidian Wealth Enterprises’s John Hancock Preferred Income Fund HPI Stock Holding History

Avidian Wealth Enterprises’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
2026 Q1	$345K	Buy	21,999 +999	+5%	+$16.1K	0.01%	522
2025 Q4	$340K	Hold	21,000	–	–	0.01%	452
2025 Q3	$364K	Hold	21,000	–	–	0.01%	426
2025 Q2	$336K	Hold	21,000	–	–	0.01%	416
2025 Q1	$348K	Hold	21,000	–	–	0.02%	377
2024 Q4	$349K	Hold	21,000	–	–	0.02%	369
2024 Q3	$398K	Hold	21,000	–	–	0.02%	339
2024 Q2	$351K	Hold	21,000	–	–	0.01%	362
2024 Q1	$349K	Hold	21,000	–	–	0.02%	328
2023 Q4	$331K	Hold	21,000	–	–	0.02%	324
2023 Q3	$306K	Hold	21,000	–	–	0.02%	323
2023 Q2	$320K	Hold	21,000	–	–	0.02%	333
2023 Q1	$336K	Buy	+21,000	New	+$350K	0.02%	364

Other funds holding HPI

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avidian Wealth Enterprises's HPI Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its John Hancock Preferred Income Fund (HPI) stake by 4.8% in Q1 2026, buying an estimated $16.1K and bringing the position to 21,999 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #522.

Avidian Wealth Enterprises first reported a position in HPI in Q1 2023 and has held it in 13 quarters since. The position peaked at $398K in Q3 2024. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

Avidian Wealth Enterprises held 21,999 shares of John Hancock Preferred Income Fund worth $345K as of Q1 2026.
Avidian Wealth Enterprises bought 999 John Hancock Preferred Income Fund shares in Q1 2026, an estimated $16.1K.
John Hancock Preferred Income Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #522 holding.
Avidian Wealth Enterprises first reported a position in John Hancock Preferred Income Fund in Q1 2023 and has held it in 13 quarters since.
Avidian Wealth Enterprises's John Hancock Preferred Income Fund position peaked at $398K in Q3 2024.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.