B. Riley Wealth Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

B. Riley Wealth Advisors’s Portfolio HPF Stock Details HPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-50,536	Closed	-$840K	–	1196
2025 Q1	$840K	Buy	50,536 +7,217	+17%	+$121K	0.02%	561
2024 Q4	$717K	Sell	43,319 -7,422	-15%	-$131K	0.02%	559
2024 Q3	$950K	Sell	50,741 -8,102	-14%	-$138K	0.03%	512
2024 Q2	$999K	Sell	58,843 -8,970	-13%	-$151K	0.03%	541
2024 Q1	$981K	Buy	67,813 +5,768	+9%	+$93.9K	0.03%	529
2023 Q4	$979K	Sell	62,045 -5,768	-9%	-$84.1K	0.03%	536
2023 Q3	$981K	Sell	67,813 -6,190	-8%	-$93.7K	0.03%	529
2023 Q2	$1.12M	Sell	74,003 -2,541	-3%	-$38.1K	0.03%	528
2023 Q1	$1.19M	Sell	76,544 -1,495	-2%	-$24.7K	0.03%	492
2022 Q4	$1.22M	Sell	78,039 -7,164	-8%	-$114K	0.03%	467
2022 Q3	$1.4M	Buy	+85,203	New	+$1.53M	0.04%	398

Other funds holding HPF

APW

Axim Planning & Wealth Springboro, Ohio $71.5M AUM 22.1% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JWCA

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

B. Riley Wealth Advisors's HPF Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q2 2025, closing a stake of 50,536 shares — an estimated $840K sold.

B. Riley Wealth Advisors first reported a position in HPF in Q3 2022 and held it in 11 quarters. The position peaked at $1.4M in Q3 2022. 51 funds tracked by Wall St. Rank hold HPF as of Q2 2025.

B. Riley Wealth Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 50,536 John Hancock Preferred Income Fund II shares in Q2 2025, an estimated $840K.
B. Riley Wealth Advisors first reported a position in John Hancock Preferred Income Fund II in Q3 2022 and held it in 11 quarters.
B. Riley Wealth Advisors's John Hancock Preferred Income Fund II position peaked at $1.4M in Q3 2022.
51 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.