Cetera Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

Cetera Advisors’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
2024 Q1	$180K	Buy	+10,901	New	+$177K	﹤0.01%	2246
2022 Q1	–	Sell	-61,350	Closed	-$1.28M	–	1460
2021 Q4	$1.28M	Sell	61,350 -13,773	-18%	-$295K	0.03%	516
2021 Q3	$1.63M	Sell	75,123 -33,468	-31%	-$737K	0.03%	455
2021 Q2	$2.35M	Sell	108,591 -114,128	-51%	-$2.42M	0.06%	333
2021 Q1	$4.63M	Sell	222,719 -16,328	-7%	-$310K	0.13%	163
2020 Q4	$4.54M	Sell	239,047 -13,585	-5%	-$248K	0.15%	138
2020 Q3	$4.5M	Sell	252,632 -3,200	-1%	-$58.3K	0.17%	125
2020 Q2	$4.61M	Buy	255,832 +10,340	+4%	+$176K	0.2%	110
2020 Q1	$3.78M	Buy	245,492 +21,426	+10%	+$432K	0.2%	106
2019 Q4	$4.99M	Hold	224,066	–	–	0.21%	102
2019 Q3	$5.23M	Buy	224,066 +25,740	+13%	+$596K	0.23%	98
2019 Q2	$4.57M	Buy	+198,326	New	+$4.42M	0.2%	117

Other funds holding HPF

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

APW

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

BRWA

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

Cetera Advisors's HPF Position: Q1 2024 in Review

Cetera Advisors opened a new position in John Hancock Preferred Income Fund II (HPF) in Q1 2024: 10,901 shares worth $180K. The stake represents ﹤0.01% of the portfolio and ranks #2246 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in HPF as recently as Q4 2021.

Cetera Advisors first reported a position in HPF in Q2 2019 and has held it in 12 quarters since. The position peaked at $5.23M in Q3 2019. 43 funds tracked by Wall St. Rank hold HPF as of Q1 2024.

Cetera Advisors held 10,901 shares of John Hancock Preferred Income Fund II worth $180K as of Q1 2024.
John Hancock Preferred Income Fund II was a new Cetera Advisors position in Q1 2024.
John Hancock Preferred Income Fund II made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2246 holding.
Cetera Advisors first reported a position in John Hancock Preferred Income Fund II in Q2 2019 and has held it in 12 quarters since.
Cetera Advisors's John Hancock Preferred Income Fund II position peaked at $5.23M in Q3 2019.
43 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.