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
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

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

APW

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors's HPF Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its John Hancock Preferred Income Fund II (HPF) stake by 15% in Q4 2024, selling an estimated $131K and leaving 43,319 shares worth $717K. The position accounts for 0.02% of the portfolio, ranked #559.

B. Riley Wealth Advisors first reported a position in HPF in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.4M in Q3 2022. 46 funds tracked by Wall St. Rank hold HPF as of Q4 2024.

B. Riley Wealth Advisors held 43,319 shares of John Hancock Preferred Income Fund II worth $717K as of Q4 2024.
B. Riley Wealth Advisors sold 7,422 John Hancock Preferred Income Fund II shares in Q4 2024, an estimated $131K.
John Hancock Preferred Income Fund II made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #559 holding.
B. Riley Wealth Advisors first reported a position in John Hancock Preferred Income Fund II in Q3 2022 and has held it in 10 quarters since.
B. Riley Wealth Advisors's John Hancock Preferred Income Fund II position peaked at $1.4M in Q3 2022.
46 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.