B. Riley Wealth Advisors’s John Hancock Preferred Income Fund III HPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$163K	Buy	11,295 +135	+1%	+$1.96K	0.01%	802
2026 Q1	$154K	Buy	11,160 +704	+7%	+$10.2K	0.01%	751
2025 Q4	$151K	Buy	+10,456	New	+$157K	0.01%	900
2024 Q4	$156K	Buy	10,391 +165	+2%	+$2.63K	0.01%	1060
2024 Q3	$176K	Buy	+10,226	New	+$166K	﹤0.01%	1161
2015 Q1	–	Sell	-3,696	Closed	-$66	–	1191
2014 Q4	$66	Buy	+3,696	New	+$66K	﹤0.01%	1950
2014 Q3	–	Sell	-4,146	Closed	-$74.3K	–	1190
2014 Q2	$74.3K	Hold	4,146	–	–	0.02%	855
2014 Q1	$72K	Hold	4,146	–	–	0.02%	692
2013 Q4	$65K	Hold	4,146	–	–	0.02%	633
2013 Q3	$69K	Hold	4,146	–	–	0.02%	609
2013 Q2	$75K	Buy	+4,146	New	+$79.9K	0.03%	614

Other funds holding HPS

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its John Hancock Preferred Income Fund III (HPS) stake by 1.2% in Q2 2026, buying an estimated $1.96K and bringing the position to 11,295 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #802.

B. Riley Wealth Advisors first reported a position in HPS in Q2 2013 and has held it in 11 quarters since. The position peaked at $176K in Q3 2024. 12 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

B. Riley Wealth Advisors held 11,295 shares of John Hancock Preferred Income Fund III worth $163K as of Q2 2026.
B. Riley Wealth Advisors bought 135 John Hancock Preferred Income Fund III shares in Q2 2026, an estimated $1.96K.
John Hancock Preferred Income Fund III made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #802 holding.
B. Riley Wealth Advisors first reported a position in John Hancock Preferred Income Fund III in Q2 2013 and has held it in 11 quarters since.
B. Riley Wealth Advisors's John Hancock Preferred Income Fund III position peaked at $176K in Q3 2024.
12 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

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