CWM
HPI

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

Consultiva Wealth Management’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
2025
Q3 		– Sell
-1,500
Closed -$24K – 262
2025
Q2 		$24K Hold
1,500
– – 0.07% 142
2025
Q1 		$24.9K Buy
+1,500
New +$25.5K 0.09% 138

Other funds holding HPI

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Consultiva Wealth Management sold out of John Hancock Preferred Income Fund (HPI) in Q3 2025, closing a stake of 1,500 shares — an estimated $24K sold.

Consultiva Wealth Management first reported a position in HPI in Q1 2025 and held it in 2 quarters. The position peaked at $24.9K in Q1 2025. 63 funds tracked by Wall St. Rank hold HPI as of Q3 2025.

  • Consultiva Wealth Management reported no remaining John Hancock Preferred Income Fund position as of Q3 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 1,500 John Hancock Preferred Income Fund shares in Q3 2025, an estimated $24K.
  • Consultiva Wealth Management first reported a position in John Hancock Preferred Income Fund in Q1 2025 and held it in 2 quarters.
  • Consultiva Wealth Management's John Hancock Preferred Income Fund position peaked at $24.9K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2025.

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