Dakota Wealth Management’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Dakota Wealth Management’s Portfolio HEQ Stock Details HEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$296K	Buy	+25,770	New	+$295K	0.01%	666

Other funds holding HEQ

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Dakota Wealth Management's HEQ Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2026: 25,770 shares worth $296K. The stake represents 0.01% of the portfolio and ranks #666 among its holdings.

36 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

Dakota Wealth Management held 25,770 shares of John Hancock Hedged Equity & Income Fund worth $296K as of Q2 2026.
John Hancock Hedged Equity & Income Fund was a new Dakota Wealth Management position in Q2 2026.
John Hancock Hedged Equity & Income Fund made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #666 holding.
36 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.