Commonwealth Equity Services’s John Hancock Preferred Income Fund III HPS Stock Holding History

Commonwealth Equity Services’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
2026 Q2	$758K	Sell	52,099 -32	-0.1%	-$464	﹤0.01%	2947
2026 Q1	$742K	Buy	52,131 +3,794	+8%	+$55.2K	﹤0.01%	2868
2025 Q4	$697K	Buy	48,337 +4,126	+9%	+$62K	﹤0.01%	2886
2025 Q3	$683K	Sell	44,211 -2,343	-5%	-$34.4K	﹤0.01%	2920
2025 Q2	$664K	Sell	46,554 -497	-1%	-$7.08K	﹤0.01%	2921
2025 Q1	$706K	Buy	47,051 +1,441	+3%	+$21.7K	﹤0.01%	2754
2024 Q4	$686K	Sell	45,610 -21,690	-32%	-$345K	﹤0.01%	2718
2024 Q3	$1.16M	Sell	67,300 -40,501	-38%	-$657K	﹤0.01%	2231
2024 Q2	$1.7M	Buy	107,801 +3,128	+3%	+$48K	﹤0.01%	1897
2024 Q1	$1.61M	Sell	104,673 -1,655	-2%	-$24.6K	﹤0.01%	1914
2023 Q4	$1.5M	Buy	106,328 +35,308	+50%	+$458K	﹤0.01%	1879
2023 Q3	$947K	Sell	71,020 -3,074	-4%	-$42.6K	﹤0.01%	2116
2023 Q2	$1.04M	Sell	74,094 -6,806	-8%	-$94K	﹤0.01%	2057
2023 Q1	$1.18K	Sell	80,900 -4,032	-5%	-$60.3K	﹤0.01%	1927
2022 Q4	$1.23M	Sell	84,932 -835	-1%	-$12.2K	﹤0.01%	1832
2022 Q3	$1.28M	Sell	85,767 -260	-0.3%	-$4.17K	﹤0.01%	1723
2022 Q2	$1.36M	Sell	86,027 -1,853	-2%	-$30.8K	﹤0.01%	1670
2022 Q1	$1.58M	Buy	87,880 +1,280	+1%	+$22.4K	﹤0.01%	1650
2021 Q4	$1.62M	Buy	86,600 +800	+0.9%	+$15.3K	﹤0.01%	1638
2021 Q3	$1.61M	Buy	85,800 +4,515	+6%	+$86.5K	﹤0.01%	1581
2021 Q2	$1.56M	Buy	81,285 +5,364	+7%	+$101K	﹤0.01%	1593
2021 Q1	$1.38M	Buy	75,921 +17,840	+31%	+$304K	﹤0.01%	1572
2020 Q4	$1M	Buy	58,081 +176	+0.3%	+$2.92K	﹤0.01%	1646
2020 Q3	$925K	Sell	57,905 -133	-0.2%	-$2.17K	﹤0.01%	1543
2020 Q2	$910K	Sell	58,038 -200	-0.3%	-$3.02K	﹤0.01%	1479
2020 Q1	$795K	Buy	58,238 +2,361	+4%	+$41.8K	﹤0.01%	1388
2019 Q4	$1.08M	Buy	55,877 +816	+1%	+$15.6K	﹤0.01%	1375
2019 Q3	$1.1M	Buy	55,061 +4,857	+10%	+$94K	﹤0.01%	1309
2019 Q2	$970K	Buy	50,204 +5,466	+12%	+$103K	﹤0.01%	1359
2019 Q1	$837K	Buy	44,738 +6,665	+18%	+$120K	﹤0.01%	1414
2018 Q4	$603K	Sell	38,073 -563	-1%	-$9.76K	﹤0.01%	1513
2018 Q3	$720K	Sell	38,636 -1,494	-4%	-$27.9K	﹤0.01%	1527
2018 Q2	$748K	Buy	40,130 +2,405	+6%	+$43.2K	﹤0.01%	1466
2018 Q1	$665K	Buy	37,725 +4,152	+12%	+$73.5K	﹤0.01%	1504
2017 Q4	$629K	Buy	33,573 +624	+2%	+$11.6K	﹤0.01%	1529
2017 Q3	$619K	Buy	32,949 +4,006	+14%	+$75.6K	﹤0.01%	1475
2017 Q2	$555K	Buy	28,943 +9,979	+53%	+$188K	﹤0.01%	1501
2017 Q1	$350K	Buy	18,964 +6,228	+49%	+$114K	﹤0.01%	1752
2016 Q4	$226K	Sell	12,736 -1,502	-11%	-$26.6K	﹤0.01%	1974
2016 Q3	$275K	Buy	14,238 +1,332	+10%	+$26.4K	﹤0.01%	1774
2016 Q2	$258K	Sell	12,906 -1,715	-12%	-$32.9K	﹤0.01%	1767
2016 Q1	$276K	Buy	14,621 +21	+0.1%	+$381	﹤0.01%	1692
2015 Q4	$261K	Sell	14,600 -101	-0.7%	-$1.73K	﹤0.01%	1700
2015 Q3	$245K	Buy	14,701 +1,026	+8%	+$17.3K	﹤0.01%	1693
2015 Q2	$228K	Sell	13,675 -1,664	-11%	-$29.6K	﹤0.01%	1839
2015 Q1	$287K	Buy	15,339 +93	+0.6%	+$1.71K	﹤0.01%	1673
2014 Q4	$272K	Buy	15,246 +4,132	+37%	+$73.8K	﹤0.01%	1633
2014 Q3	$195K	Sell	11,114 -385	-3%	-$6.76K	﹤0.01%	1845
2014 Q2	$206K	Sell	11,499 -925	-7%	-$16.3K	﹤0.01%	1806
2014 Q1	$215K	Buy	12,424 +687	+6%	+$11.4K	﹤0.01%	1713
2013 Q4	$183K	Sell	11,737 -3,596	-23%	-$57.7K	﹤0.01%	1712
2013 Q3	$257K	Sell	15,333 -3,124	-17%	-$53.7K	﹤0.01%	1464
2013 Q2	$336K	Buy	+18,457	New	+$356K	0.01%	1236

Other funds holding HPS

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services's HPS Position: Q2 2026 in Review

Commonwealth Equity Services reduced its John Hancock Preferred Income Fund III (HPS) stake by 0.06% in Q2 2026, selling an estimated $464 and leaving 52,099 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #2947.

Commonwealth Equity Services first reported a position in HPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.7M in Q2 2024. 26 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

Commonwealth Equity Services held 52,099 shares of John Hancock Preferred Income Fund III worth $758K as of Q2 2026.
Commonwealth Equity Services sold 32 John Hancock Preferred Income Fund III shares in Q2 2026, an estimated $464.
John Hancock Preferred Income Fund III made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2947 holding.
Commonwealth Equity Services first reported a position in John Hancock Preferred Income Fund III in Q2 2013 and has held it in 53 quarters since.
Commonwealth Equity Services's John Hancock Preferred Income Fund III position peaked at $1.7M in Q2 2024.
26 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.