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 Q2	–	Sell	-21,999	Closed	-$345K	–	749
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 $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Avidian Wealth Enterprises's HPI Position: Q2 2026 in Review

Avidian Wealth Enterprises sold out of John Hancock Preferred Income Fund (HPI) in Q2 2026, closing a stake of 21,999 shares — an estimated $345K sold.

Avidian Wealth Enterprises first reported a position in HPI in Q1 2023 and held it in 13 quarters. The position peaked at $398K in Q3 2024. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Avidian Wealth Enterprises reported no remaining John Hancock Preferred Income Fund position as of Q2 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 21,999 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $345K.
Avidian Wealth Enterprises first reported a position in John Hancock Preferred Income Fund in Q1 2023 and held it in 13 quarters.
Avidian Wealth Enterprises's John Hancock Preferred Income Fund position peaked at $398K in Q3 2024.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.