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
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

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

APW

Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

JWCA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's HPF Position: Q4 2025 in Review

Global Retirement Partners reduced its John Hancock Preferred Income Fund II (HPF) stake by 6.9% in Q4 2025, selling an estimated $3.52K and leaving 2,873 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

Global Retirement Partners first reported a position in HPF in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.53M in Q3 2024. 47 funds tracked by Wall St. Rank hold HPF as of Q4 2025.

Global Retirement Partners held 2,873 shares of John Hancock Preferred Income Fund II worth $46.2K as of Q4 2025.
Global Retirement Partners sold 214 John Hancock Preferred Income Fund II shares in Q4 2025, an estimated $3.52K.
John Hancock Preferred Income Fund II made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2400 holding.
Global Retirement Partners first reported a position in John Hancock Preferred Income Fund II in Q3 2018 and has held it in 16 quarters since.
Global Retirement Partners's John Hancock Preferred Income Fund II position peaked at $1.53M in Q3 2024.
47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.