Carolinas Wealth Consulting’s John Hancock Preferred Income Fund II HPF Stock Holding History

Carolinas Wealth Consulting’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
2023 Q1	–	Sell	-534	Closed	-$8.38K	–	1089
2022 Q4	$8.38K	Buy	534 +12	+2%	+$191	﹤0.01%	639
2022 Q3	$9K	Buy	522 +11	+2%	+$198	﹤0.01%	580
2022 Q2	$9K	Buy	511 +10	+2%	+$181	﹤0.01%	588
2022 Q1	$10K	Buy	501 +10	+2%	+$191	﹤0.01%	604
2021 Q4	$10K	Buy	491 +8	+2%	+$172	﹤0.01%	609
2021 Q3	$10K	Buy	483 +9	+2%	+$198	﹤0.01%	580
2021 Q2	$10K	Buy	+474	New	+$10K	﹤0.01%	607

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

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

Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return

KAS

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Carolinas Wealth Consulting's HPF Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of John Hancock Preferred Income Fund II (HPF) in Q1 2023, closing a stake of 534 shares — an estimated $8.38K sold.

Carolinas Wealth Consulting first reported a position in HPF in Q2 2021 and held it in 7 quarters. The position peaked at $10K in Q1 2022. 45 funds tracked by Wall St. Rank hold HPF as of Q1 2023.

Carolinas Wealth Consulting reported no remaining John Hancock Preferred Income Fund II position as of Q1 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 534 John Hancock Preferred Income Fund II shares in Q1 2023, an estimated $8.38K.
Carolinas Wealth Consulting first reported a position in John Hancock Preferred Income Fund II in Q2 2021 and held it in 7 quarters.
Carolinas Wealth Consulting's John Hancock Preferred Income Fund II position peaked at $10K in Q1 2022.
45 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.