BRWA
HEQ

B. Riley Wealth Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

B. Riley Wealth Advisors’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
2026
Q2 		$166K Sell
14,600
-1,552
-10% -$17.8K 0.01% 800
2026
Q1 		$171K Buy
16,152
+283
+2% +$3.13K 0.01% 741
2025
Q4 		$171K Hold
15,869
– – 0.01% 889
2025
Q3 		$169K Hold
15,869
– – 0.01% 914
2025
Q2 		$168K Buy
+15,869
New +$164K 0.01% 910
2024
Q3 		– Sell
-48,914
Closed -$508K – 1341
2024
Q2 		$508K Buy
48,914
+4,078
+9% +$41.7K 0.01% 809
2024
Q1 		$429K Sell
44,836
-2,573
-5% -$26.2K 0.01% 872
2023
Q4 		$476K Buy
47,409
+2,573
+6% +$24.9K 0.01% 840
2023
Q3 		$429K Buy
44,836
+1,996
+5% +$20.8K 0.01% 872
2023
Q2 		$462K Buy
42,840
+3,121
+8% +$33.9K 0.01% 890
2023
Q1 		$462K Buy
39,719
+6,867
+21% +$80.8K 0.01% 839
2022
Q4 		$378K Buy
32,852
+5,707
+21% +$67.3K 0.01% 918
2022
Q3 		$320K Buy
27,145
+5,725
+27% +$70.1K 0.01% 966
2022
Q2 		$253K Buy
21,420
+3,801
+22% +$49.2K 0.01% 952
2022
Q1 		$230K Buy
17,619
+1
+0% +$13 0.01% 1146
2021
Q4 		$230K Buy
17,618
+157
+0.9% +$2.02K 0.01% 1207
2021
Q3 		$220K Buy
17,461
+2,075
+13% +$27.6K 0.01% 1195
2021
Q2 		$205K Hold
15,386
– – 0.01% 1208
2021
Q1 		$186K Buy
15,386
+4,138
+37% +$48.3K 0.01% 1212
2020
Q4 		$129K Buy
+11,248
New +$122K 0.01% 964

Other funds holding HEQ

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

B. Riley Wealth Advisors's HEQ Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its John Hancock Hedged Equity & Income Fund (HEQ) stake by 9.6% in Q2 2026, selling an estimated $17.8K and leaving 14,600 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #800.

B. Riley Wealth Advisors first reported a position in HEQ in Q4 2020 and has held it in 20 quarters since. The position peaked at $508K in Q2 2024. 5 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

  • B. Riley Wealth Advisors held 14,600 shares of John Hancock Hedged Equity & Income Fund worth $166K as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,552 John Hancock Hedged Equity & Income Fund shares in Q2 2026, an estimated $17.8K.
  • John Hancock Hedged Equity & Income Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #800 holding.
  • B. Riley Wealth Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2020 and has held it in 20 quarters since.
  • B. Riley Wealth Advisors's John Hancock Hedged Equity & Income Fund position peaked at $508K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.