Global Retirement Partners’s John Hancock Preferred Income Fund III HPS Stock Holding History

Global Retirement Partners’s Portfolio HPS Stock Details HPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$53.7K	Sell	3,727 -318	-8%	-$4.78K	﹤0.01%	2307
2025 Q3	$62.5K	Hold	4,045	–	–	﹤0.01%	1778
2025 Q2	$57.7K	Buy	+4,045	New	+$57.6K	﹤0.01%	1700
2024 Q4	$635K	Sell	42,223 -57,660	-58%	-$918K	0.02%	563
2024 Q3	$1.72M	Sell	99,883 -2,290	-2%	-$37.2K	0.05%	319
2024 Q2	$1.62M	Buy	102,173 +97,871	+2,275%	+$1.5M	0.05%	309
2024 Q1	$66.4K	Buy	4,302 +1,589	+59%	+$23.6K	﹤0.01%	1269
2023 Q4	$39K	Buy	2,713 +1,949	+255%	+$25.3K	﹤0.01%	1477
2023 Q3	$9.86K	Hold	764	–	–	﹤0.01%	1963
2023 Q2	$10.7K	Hold	764	–	–	﹤0.01%	1939
2023 Q1	$10.7K	Hold	764	–	–	﹤0.01%	1900
2022 Q4	$11K	Hold	764	–	–	﹤0.01%	1743
2022 Q3	$12K	Hold	764	–	–	﹤0.01%	1607
2022 Q2	$12K	Hold	764	–	–	﹤0.01%	1548
2022 Q1	$13K	Buy	+764	New	+$13.3K	﹤0.01%	1518
2021 Q4	–	Sell	-764	Closed	-$14K	–	909
2021 Q3	$14K	Hold	764	–	–	﹤0.01%	1315
2021 Q2	$15K	Hold	764	–	–	﹤0.01%	1275
2021 Q1	$14K	Hold	764	–	–	﹤0.01%	1204
2020 Q4	$13K	Hold	764	–	–	﹤0.01%	1184
2020 Q3	$12K	Hold	764	–	–	﹤0.01%	1087
2020 Q2	$12K	Hold	764	–	–	﹤0.01%	1064
2020 Q1	$10K	Hold	764	–	–	﹤0.01%	1029
2019 Q4	$15K	Hold	764	–	–	﹤0.01%	1040
2019 Q3	$15K	Hold	764	–	–	﹤0.01%	1007
2019 Q2	$15K	Hold	764	–	–	﹤0.01%	1006
2019 Q1	$14K	Hold	764	–	–	﹤0.01%	944
2018 Q4	$12K	Hold	764	–	–	﹤0.01%	909
2018 Q3	$14K	Hold	764	–	–	﹤0.01%	939
2018 Q2	$14K	Hold	764	–	–	﹤0.01%	904
2018 Q1	$13K	Hold	764	–	–	﹤0.01%	880
2017 Q4	$14K	Hold	764	–	–	﹤0.01%	807
2017 Q3	$14K	Hold	764	–	–	0.01%	731
2017 Q2	$15K	Hold	764	–	–	0.01%	672
2017 Q1	$14K	Hold	764	–	–	0.01%	645
2016 Q4	$14K	Buy	+764	New	+$13.5K	0.01%	604

Other funds holding HPS

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Global Retirement Partners reduced its John Hancock Preferred Income Fund III (HPS) stake by 7.9% in Q4 2025, selling an estimated $4.78K and leaving 3,727 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Global Retirement Partners first reported a position in HPS in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.72M in Q3 2024. 64 funds tracked by Wall St. Rank hold HPS as of Q4 2025.

Global Retirement Partners held 3,727 shares of John Hancock Preferred Income Fund III worth $53.7K as of Q4 2025.
Global Retirement Partners sold 318 John Hancock Preferred Income Fund III shares in Q4 2025, an estimated $4.78K.
John Hancock Preferred Income Fund III made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2307 holding.
Global Retirement Partners first reported a position in John Hancock Preferred Income Fund III in Q4 2016 and has held it in 35 quarters since.
Global Retirement Partners's John Hancock Preferred Income Fund III position peaked at $1.72M in Q3 2024.
64 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2025.

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