Global Retirement Partners’s John Hancock Preferred Income Fund II HPF Stock Holding History

Global Retirement Partners’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
2026 Q2	$42.5K	Buy	+2,679	New	+$42.5K	﹤0.01%	2627
2025 Q4	$46.2K	Sell	2,873 -214	-7%	-$3.52K	﹤0.01%	2400
2025 Q3	$52K	Buy	3,087 +40	+1%	+$649	﹤0.01%	1865
2025 Q2	$48.2K	Buy	+3,047	New	+$48.1K	﹤0.01%	1793
2024 Q4	$558K	Sell	33,730 -48,503	-59%	-$855K	0.02%	599
2024 Q3	$1.53M	Sell	82,233 -1,587	-2%	-$27.1K	0.05%	345
2024 Q2	$1.42M	Buy	83,820 +80,477	+2,407%	+$1.35M	0.04%	348
2024 Q1	$55.3K	Buy	3,343 +1,683	+101%	+$27.4K	﹤0.01%	1370
2023 Q4	$26.8K	Buy	+1,660	New	+$24.2K	﹤0.01%	1616
2020 Q3	–	Sell	-181	Closed	-$3K	–	1666
2020 Q2	$3K	Hold	181	–	–	﹤0.01%	1390
2020 Q1	$3K	Hold	181	–	–	﹤0.01%	1333
2019 Q4	$4K	Hold	181	–	–	﹤0.01%	1372
2019 Q3	$4K	Hold	181	–	–	﹤0.01%	1346
2019 Q2	$4K	Hold	181	–	–	﹤0.01%	1328
2019 Q1	$4K	Hold	181	–	–	﹤0.01%	1289
2018 Q4	$3K	Hold	181	–	–	﹤0.01%	1272
2018 Q3	$4K	Buy	+181	New	+$3.88K	﹤0.01%	1267

Other funds holding HPF

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

APW

Axim Planning & Wealth Springboro, Ohio $71.5M AUM 22.1% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

JWCA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Retirement Partners's HPF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in John Hancock Preferred Income Fund II (HPF) in Q2 2026: 2,679 shares worth $42.5K. The stake represents ﹤0.01% of the portfolio and ranks #2627 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HPF as recently as Q4 2025.

Global Retirement Partners first reported a position in HPF in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.53M in Q3 2024. 48 funds tracked by Wall St. Rank hold HPF as of Q2 2026.

Global Retirement Partners held 2,679 shares of John Hancock Preferred Income Fund II worth $42.5K as of Q2 2026.
John Hancock Preferred Income Fund II was a new Global Retirement Partners position in Q2 2026.
John Hancock Preferred Income Fund II made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2627 holding.
Global Retirement Partners first reported a position in John Hancock Preferred Income Fund II in Q3 2018 and has held it in 17 quarters since.
Global Retirement Partners's John Hancock Preferred Income Fund II position peaked at $1.53M in Q3 2024.
48 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.