Envestnet Asset Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Envestnet Asset 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
2026 Q2	$541K	Buy	33,350 +2,112	+7%	+$33.9K	﹤0.01%	4018
2026 Q1	$490K	Buy	31,238 +2,117	+7%	+$34.1K	﹤0.01%	3949
2025 Q4	$471K	Sell	29,121 -3,218	-10%	-$54.7K	﹤0.01%	3745
2025 Q3	$561K	Buy	32,339 +998	+3%	+$16.3K	﹤0.01%	3685
2025 Q2	$501K	Buy	31,341 +1,806	+6%	+$28.6K	﹤0.01%	3684
2025 Q1	$490K	Buy	29,535 +120	+0.4%	+$2.04K	﹤0.01%	3640
2024 Q4	$489K	Sell	29,415 -122	-0.4%	-$2.17K	﹤0.01%	3594
2024 Q3	$560K	Sell	29,537 -1,354	-4%	-$23.6K	﹤0.01%	3486
2024 Q2	$516K	Buy	30,891 +1,756	+6%	+$28.9K	﹤0.01%	3442
2024 Q1	$485K	Sell	29,135 -5,444	-16%	-$87.8K	﹤0.01%	3449
2023 Q4	$546K	Buy	34,579 +945	+3%	+$13.7K	﹤0.01%	3284
2023 Q3	$490K	Buy	33,634 +1,151	+4%	+$17.5K	﹤0.01%	3269
2023 Q2	$495K	Sell	32,483 -167	-0.5%	-$2.49K	﹤0.01%	3216
2023 Q1	$522K	Buy	32,650 +3,758	+13%	+$62.6K	﹤0.01%	3112
2022 Q4	$464K	Buy	28,892 +1,454	+5%	+$23.2K	﹤0.01%	3131
2022 Q3	$440K	Sell	27,438 -24,907	-48%	-$444K	﹤0.01%	3097
2022 Q2	$917K	Buy	52,345 +944	+2%	+$16.9K	﹤0.01%	2661
2022 Q1	$995K	Sell	51,401 -4,292	-8%	-$82.3K	﹤0.01%	2670
2021 Q4	$1.16M	Buy	55,693 +2,012	+4%	+$42.7K	﹤0.01%	2535
2021 Q3	$1.15M	Sell	53,681 -1,090	-2%	-$23.6K	﹤0.01%	2439
2021 Q2	$1.18M	Sell	54,771 -492	-0.9%	-$10.3K	﹤0.01%	2406
2021 Q1	$1.14M	Sell	55,263 -6,523	-11%	-$125K	﹤0.01%	2302
2020 Q4	$1.22M	Sell	61,786 -44,697	-42%	-$854K	﹤0.01%	2083
2020 Q3	$2M	Sell	106,483 -8,192	-7%	-$164K	﹤0.01%	1620
2020 Q2	$2.24M	Sell	114,675 -8,100	-7%	-$147K	﹤0.01%	1507
2020 Q1	$1.97M	Sell	122,775 -95,604	-44%	-$2M	﹤0.01%	1427
2019 Q4	$4.98M	Buy	218,379 +4,376	+2%	+$99K	0.01%	1125
2019 Q3	$5.17M	Sell	214,003 -59,660	-22%	-$1.41M	0.01%	1047
2019 Q2	$6.34M	Buy	273,663 +30,635	+13%	+$703K	0.01%	934
2019 Q1	$5.51M	Buy	243,028 +2,169	+0.9%	+$46K	0.01%	950
2018 Q4	$4.54M	Buy	240,859 +197,963	+461%	+$4.05M	0.01%	935
2018 Q3	$943K	Sell	42,896 -1,805	-4%	-$39.8K	﹤0.01%	753
2018 Q2	$974K	Buy	44,701 +26,987	+152%	+$565K	﹤0.01%	1068
2018 Q1	$366K	Buy	17,714 +8,450	+91%	+$174K	﹤0.01%	1331
2017 Q4	$198K	Sell	9,264 -16,135	-64%	-$349K	﹤0.01%	1849
2017 Q3	$558K	Sell	25,399 -25,851	-50%	-$565K	﹤0.01%	1411
2017 Q2	$1.12M	Sell	51,250 -58,191	-53%	-$1.27M	﹤0.01%	1130
2017 Q1	$2.33M	Sell	109,441 -3,021	-3%	-$63.3K	0.01%	875
2016 Q4	$2.29M	Buy	112,462 +14,855	+15%	+$304K	0.01%	861
2016 Q3	$2.19M	Buy	+97,607	New	+$2.22M	0.01%	917

Other funds holding HPI

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

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Envestnet Asset Management's HPI Position: Q2 2026 in Review

Envestnet Asset Management increased its John Hancock Preferred Income Fund (HPI) stake by 6.8% in Q2 2026, buying an estimated $33.9K and bringing the position to 33,350 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #4018.

Envestnet Asset Management first reported a position in HPI in Q3 2016 and has held it in 40 quarters since. The position peaked at $6.34M in Q2 2019. 27 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Envestnet Asset Management held 33,350 shares of John Hancock Preferred Income Fund worth $541K as of Q2 2026.
Envestnet Asset Management bought 2,112 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $33.9K.
John Hancock Preferred Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4018 holding.
Envestnet Asset Management first reported a position in John Hancock Preferred Income Fund in Q3 2016 and has held it in 40 quarters since.
Envestnet Asset Management's John Hancock Preferred Income Fund position peaked at $6.34M in Q2 2019.
27 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.