CWM
HPS

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

Consultiva Wealth Management’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
Q3 		– Sell
-1,500
Closed -$21.4K – 263
2025
Q2 		$21.4K Hold
1,500
– – 0.07% 154
2025
Q1 		$22.5K Buy
+1,500
New +$22.6K 0.08% 146

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Consultiva Wealth Management sold out of John Hancock Preferred Income Fund III (HPS) in Q3 2025, closing a stake of 1,500 shares — an estimated $21.4K sold.

Consultiva Wealth Management first reported a position in HPS in Q1 2025 and held it in 2 quarters. The position peaked at $22.5K in Q1 2025. 62 funds tracked by Wall St. Rank hold HPS as of Q3 2025.

  • Consultiva Wealth Management reported no remaining John Hancock Preferred Income Fund III position as of Q3 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 1,500 John Hancock Preferred Income Fund III shares in Q3 2025, an estimated $21.4K.
  • Consultiva Wealth Management first reported a position in John Hancock Preferred Income Fund III in Q1 2025 and held it in 2 quarters.
  • Consultiva Wealth Management's John Hancock Preferred Income Fund III position peaked at $22.5K in Q1 2025.
  • 62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q3 2025.

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