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

Endurance 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
2023 Q2	$12K	Hold	770	–	–	﹤0.01%	478
2023 Q1	$12K	Hold	770	–	–	﹤0.01%	485
2022 Q4	$12K	Hold	770	–	–	﹤0.01%	461
2022 Q3	$13K	Hold	770	–	–	﹤0.01%	450
2022 Q2	$14K	Hold	770	–	–	﹤0.01%	456
2022 Q1	$15K	Hold	770	–	–	﹤0.01%	484
2021 Q4	$16K	Hold	770	–	–	﹤0.01%	468
2021 Q3	$17K	Hold	770	–	–	﹤0.01%	473
2021 Q2	$16K	Hold	770	–	–	﹤0.01%	479
2021 Q1	$16K	Hold	770	–	–	﹤0.01%	476
2020 Q4	$15K	Hold	770	–	–	﹤0.01%	449
2020 Q3	$14K	Hold	770	–	–	﹤0.01%	436
2020 Q2	$14K	Hold	770	–	–	﹤0.01%	436
2020 Q1	$12K	Hold	770	–	–	﹤0.01%	413
2019 Q4	$17K	Hold	770	–	–	﹤0.01%	374
2019 Q3	$18K	Hold	770	–	–	﹤0.01%	365
2019 Q2	$18K	Hold	770	–	–	﹤0.01%	344
2019 Q1	$17K	Hold	770	–	–	﹤0.01%	342
2018 Q4	$14K	Hold	770	–	–	﹤0.01%	338
2018 Q3	$16K	Hold	770	–	–	﹤0.01%	359
2018 Q2	$16K	Hold	770	–	–	﹤0.01%	361
2018 Q1	$15K	Hold	770	–	–	﹤0.01%	394
2017 Q4	$17K	Hold	770	–	–	﹤0.01%	362
2017 Q3	$17K	Hold	770	–	–	﹤0.01%	355
2017 Q2	$17K	Hold	770	–	–	﹤0.01%	368
2017 Q1	$16K	Hold	770	–	–	﹤0.01%	375
2016 Q4	$16K	Buy	+770	New	+$15.8K	﹤0.01%	358

Other funds holding HPF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Endurance Wealth Management's HPF Position: Q2 2023 in Review

Endurance Wealth Management held its John Hancock Preferred Income Fund II (HPF) position steady in Q2 2023 at 770 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Endurance Wealth Management first reported a position in HPF in Q4 2016 and has held it in 27 quarters since. The position peaked at $18K in Q3 2019. 42 funds tracked by Wall St. Rank hold HPF as of Q2 2023.

Endurance Wealth Management held 770 shares of John Hancock Preferred Income Fund II worth $12K as of Q2 2023.
Endurance Wealth Management left its John Hancock Preferred Income Fund II share count unchanged in Q2 2023.
John Hancock Preferred Income Fund II made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #478 holding.
Endurance Wealth Management first reported a position in John Hancock Preferred Income Fund II in Q4 2016 and has held it in 27 quarters since.
Endurance Wealth Management's John Hancock Preferred Income Fund II position peaked at $18K in Q3 2019.
42 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.