Clearstead Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

Clearstead Advisors’s Portfolio HPI Stock Details HPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.61K	Hold	549	–	–	﹤0.01%	1630
2025 Q4	$8.89K	Hold	549	–	–	﹤0.01%	1905
2025 Q3	$9.53K	Hold	549	–	–	﹤0.01%	1944
2025 Q2	$8.78K	Hold	549	–	–	﹤0.01%	1925
2025 Q1	$9.11K	Hold	549	–	–	﹤0.01%	1621
2024 Q4	$9.13K	Hold	549	–	–	﹤0.01%	1596
2024 Q3	$10.4K	Sell	549 -1,753	-76%	-$30.5K	﹤0.01%	1572
2024 Q2	$38.5K	Buy	+2,302	New	+$37.9K	﹤0.01%	1219

Other funds holding HPI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors's HPI Position: Q1 2026 in Review

Clearstead Advisors held its John Hancock Preferred Income Fund (HPI) position steady in Q1 2026 at 549 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Clearstead Advisors first reported a position in HPI in Q2 2024 and has held it in 8 quarters since. The position peaked at $38.5K in Q2 2024. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

Clearstead Advisors held 549 shares of John Hancock Preferred Income Fund worth $8.61K as of Q1 2026.
Clearstead Advisors left its John Hancock Preferred Income Fund share count unchanged in Q1 2026.
John Hancock Preferred Income Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1630 holding.
Clearstead Advisors first reported a position in John Hancock Preferred Income Fund in Q2 2024 and has held it in 8 quarters since.
Clearstead Advisors's John Hancock Preferred Income Fund position peaked at $38.5K in Q2 2024.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.