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
Q2 		$223K Buy
19,431
+907
+5% +$10.4K ﹤0.01% 4408
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

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers's HEQ Position: Q2 2026 in Review

Cetera Investment Advisers increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 4.9% in Q2 2026, buying an estimated $10.4K and bringing the position to 19,431 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #4408.

Cetera Investment Advisers first reported a position in HEQ in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

  • Cetera Investment Advisers held 19,431 shares of John Hancock Hedged Equity & Income Fund worth $223K as of Q2 2026.
  • Cetera Investment Advisers bought 907 John Hancock Hedged Equity & Income Fund shares in Q2 2026, an estimated $10.4K.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4408 holding.
  • Cetera Investment Advisers first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.