CA
HPS

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

Clearstead Advisors’s Portfolio HPS Stock Details HPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,537
Closed -$53.1K – 2800
2025
Q1 		$53.1K Hold
3,537
– – ﹤0.01% 1160
2024
Q4 		$53.2K Buy
3,537
+266
+8% +$4.23K ﹤0.01% 1144
2024
Q3 		$56.4K Hold
3,271
– – ﹤0.01% 1178
2024
Q2 		$51.7K Buy
+3,271
New +$50.2K ﹤0.01% 1154

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Clearstead Advisors's HPS Position: Q2 2025 in Review

Clearstead Advisors sold out of John Hancock Preferred Income Fund III (HPS) in Q2 2025, closing a stake of 3,537 shares — an estimated $53.1K sold.

Clearstead Advisors first reported a position in HPS in Q2 2024 and held it in 4 quarters. The position peaked at $56.4K in Q3 2024. 67 funds tracked by Wall St. Rank hold HPS as of Q2 2025.

  • Clearstead Advisors reported no remaining John Hancock Preferred Income Fund III position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 3,537 John Hancock Preferred Income Fund III shares in Q2 2025, an estimated $53.1K.
  • Clearstead Advisors first reported a position in John Hancock Preferred Income Fund III in Q2 2024 and held it in 4 quarters.
  • Clearstead Advisors's John Hancock Preferred Income Fund III position peaked at $56.4K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.