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

B. Riley Wealth Management’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
2022 Q2	$1.61K	Sell	89,452 -15,653	-15%	-$283K	﹤0.01%	240
2022 Q1	$2M	Sell	105,105 -1,057	-1%	-$20.2K	0.15%	138
2021 Q4	$2.22M	Sell	106,162 -1,325	-1%	-$28.4K	0.15%	135
2021 Q3	$2.33M	Sell	107,487 -790	-0.7%	-$17.4K	0.18%	120
2021 Q2	$2.34M	Sell	108,277 -910	-0.8%	-$19.3K	0.26%	91
2021 Q1	$2.27M	Sell	109,187 -12,897	-11%	-$245K	0.27%	90
2020 Q4	$2.32M	Sell	122,084 -12,346	-9%	-$225K	0.3%	82
2020 Q3	$2.4M	Sell	134,430 -17,919	-12%	-$326K	0.28%	86
2020 Q2	$2.75M	Buy	152,349 +16,304	+12%	+$278K	0.3%	82
2020 Q1	$2.1M	Buy	+136,045	New	+$2.74M	0.22%	108

Other funds holding HPF

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

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

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

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

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

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

B. Riley Wealth Management's HPF Position: Q2 2022 in Review

B. Riley Wealth Management reduced its John Hancock Preferred Income Fund II (HPF) stake by 15% in Q2 2022, selling an estimated $283K and leaving 89,452 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

B. Riley Wealth Management first reported a position in HPF in Q1 2020 and has held it in 10 quarters since. The position peaked at $2.75M in Q2 2020. 52 funds tracked by Wall St. Rank hold HPF as of Q2 2022.

B. Riley Wealth Management held 89,452 shares of John Hancock Preferred Income Fund II worth $1.61K as of Q2 2022.
B. Riley Wealth Management sold 15,653 John Hancock Preferred Income Fund II shares in Q2 2022, an estimated $283K.
John Hancock Preferred Income Fund II made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #240 holding.
B. Riley Wealth Management first reported a position in John Hancock Preferred Income Fund II in Q1 2020 and has held it in 10 quarters since.
B. Riley Wealth Management's John Hancock Preferred Income Fund II position peaked at $2.75M in Q2 2020.
52 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.