Centaurus Financial’s John Hancock Preferred Income Fund II HPF Stock Holding History

Centaurus Financial’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 Q3	–	Sell	-10,714	Closed	-$193K	–	864
2022 Q2	$193K	Hold	10,714	–	–	0.02%	625
2022 Q1	$204K	Buy	+10,714	New	+$205K	0.02%	660
2019 Q4	–	Sell	-17,335	Closed	-$405K	–	637
2019 Q3	$405K	Buy	17,335 +592	+4%	+$13.7K	0.06%	306
2019 Q2	$385K	Buy	16,743 +16,495	+6,651%	+$368K	0.06%	317
2019 Q1	$11.4K	Buy	248 +35	+16%	+$736	0.07%	241
2018 Q4	$11	Buy	213 +202	+1,836%	+$4.06K	0.08%	188
2018 Q3	$240	Sell	11 -12,999	-100%	-$278K	0.04%	346
2018 Q2	$278K	Buy	+13,010	New	+$265K	0.04%	437

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

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

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

KAS

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

Centaurus Financial's HPF Position: Q3 2022 in Review

Centaurus Financial sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2022, closing a stake of 10,714 shares — an estimated $193K sold.

Centaurus Financial first reported a position in HPF in Q2 2018 and held it in 8 quarters. The position peaked at $405K in Q3 2019. 45 funds tracked by Wall St. Rank hold HPF as of Q3 2022.

Centaurus Financial reported no remaining John Hancock Preferred Income Fund II position as of Q3 2022 after selling out during the quarter.
Centaurus Financial sold 10,714 John Hancock Preferred Income Fund II shares in Q3 2022, an estimated $193K.
Centaurus Financial first reported a position in John Hancock Preferred Income Fund II in Q2 2018 and held it in 8 quarters.
Centaurus Financial's John Hancock Preferred Income Fund II position peaked at $405K in Q3 2019.
45 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2022.

Based on Centaurus Financial's 13F filing for Q3 2022, filed 5 Dec 2022.