Cetera Investment Advisers
HEQ

Cetera Investment Advisers’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Cetera Investment Advisers’s Portfolio HEQ Stock Details HEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201K Sell
18,524
-111
-0.6% -$1.23K ﹤0.01% 4286
2025
Q4 		$200K Sell
18,635
-229
-1% -$2.46K ﹤0.01% 4229
2025
Q3 		$201K Buy
+18,864
New +$200K ﹤0.01% 4155

Other funds holding HEQ

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers's HEQ Position: Q1 2026 in Review

Cetera Investment Advisers reduced its John Hancock Hedged Equity & Income Fund (HEQ) stake by 0.6% in Q1 2026, selling an estimated $1.23K and leaving 18,524 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #4286.

Cetera Investment Advisers first reported a position in HEQ in Q3 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

  • Cetera Investment Advisers held 18,524 shares of John Hancock Hedged Equity & Income Fund worth $201K as of Q1 2026.
  • Cetera Investment Advisers sold 111 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $1.23K.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4286 holding.
  • Cetera Investment Advisers first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.