CWM
HPF

Consultiva Wealth Management’s John Hancock Preferred Income Fund II HPF Stock Holding History

Consultiva Wealth Management’s Portfolio HPF Stock Details HPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,000
Closed -$15.8K – 261
2025
Q2 		$15.8K Hold
1,000
– – 0.05% 187
2025
Q1 		$16.6K Buy
+1,000
New +$16.8K 0.06% 175

Other funds holding HPF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Consultiva Wealth Management's HPF Position: Q3 2025 in Review

Consultiva Wealth Management sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2025, closing a stake of 1,000 shares — an estimated $15.8K sold.

Consultiva Wealth Management first reported a position in HPF in Q1 2025 and held it in 2 quarters. The position peaked at $16.6K in Q1 2025. 47 funds tracked by Wall St. Rank hold HPF as of Q3 2025.

  • Consultiva Wealth Management reported no remaining John Hancock Preferred Income Fund II position as of Q3 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 1,000 John Hancock Preferred Income Fund II shares in Q3 2025, an estimated $15.8K.
  • Consultiva Wealth Management first reported a position in John Hancock Preferred Income Fund II in Q1 2025 and held it in 2 quarters.
  • Consultiva Wealth Management's John Hancock Preferred Income Fund II position peaked at $16.6K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2025.

Based on Consultiva Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.