Carson Wealth (CWM LLC)’s John Hancock Preferred Income Fund III HPS Stock Holding History

Carson Wealth (CWM LLC)’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
2025 Q4	–	Sell	-1,000	Closed	-$15K	–	5474
2025 Q3	$15K	Hold	1,000	–	–	﹤0.01%	4269
2025 Q2	$14K	Hold	1,000	–	–	﹤0.01%	4116
2025 Q1	$15K	Hold	1,000	–	–	﹤0.01%	3872
2024 Q4	$15K	Hold	1,000	–	–	﹤0.01%	3627
2024 Q3	$17K	Hold	1,000	–	–	﹤0.01%	3459
2024 Q2	$16K	Hold	1,000	–	–	﹤0.01%	3262
2024 Q1	$15K	Buy	+1,000	New	+$14.9K	﹤0.01%	3093
2023 Q2	–	Sell	-250	Closed	-$4K	–	4299
2023 Q1	$4K	Buy	+250	New	+$3.74K	﹤0.01%	3392
2018 Q4	–	Sell	-2,967	Closed	-$55K	–	2162
2018 Q3	$55K	Buy	+2,967	New	+$55.4K	﹤0.01%	730

Other funds holding HPS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HPS Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of John Hancock Preferred Income Fund III (HPS) in Q4 2025, closing a stake of 1,000 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in HPS in Q3 2018 and held it in 9 quarters. The position peaked at $55K in Q3 2018. 64 funds tracked by Wall St. Rank hold HPS as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining John Hancock Preferred Income Fund III position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,000 John Hancock Preferred Income Fund III shares in Q4 2025, an estimated $15K.
Carson Wealth (CWM LLC) first reported a position in John Hancock Preferred Income Fund III in Q3 2018 and held it in 9 quarters.
Carson Wealth (CWM LLC)'s John Hancock Preferred Income Fund III position peaked at $55K in Q3 2018.
64 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.