GPS Wealth Strategies Group’s John Hancock Preferred Income Fund III HPS Stock Holding History

GPS Wealth Strategies Group’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
2024 Q3	–	Sell	-524	Closed	-$8.29K	–	1417
2024 Q2	$8.29K	Hold	524	–	–	﹤0.01%	956
2024 Q1	$8.09K	Hold	524	–	–	﹤0.01%	902
2023 Q4	$7.41K	Hold	524	–	–	﹤0.01%	896
2023 Q3	$6.99K	Hold	524	–	–	﹤0.01%	911
2023 Q2	$7.34K	Hold	524	–	–	﹤0.01%	902
2023 Q1	$7.67K	Buy	+524	New	+$7.83K	﹤0.01%	889

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

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

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

RIL

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

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

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

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

GPS Wealth Strategies Group's HPS Position: Q3 2024 in Review

GPS Wealth Strategies Group sold out of John Hancock Preferred Income Fund III (HPS) in Q3 2024, closing a stake of 524 shares — an estimated $8.29K sold.

GPS Wealth Strategies Group first reported a position in HPS in Q1 2023 and held it in 6 quarters. The position peaked at $8.29K in Q2 2024. 61 funds tracked by Wall St. Rank hold HPS as of Q3 2024.

GPS Wealth Strategies Group reported no remaining John Hancock Preferred Income Fund III position as of Q3 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 524 John Hancock Preferred Income Fund III shares in Q3 2024, an estimated $8.29K.
GPS Wealth Strategies Group first reported a position in John Hancock Preferred Income Fund III in Q1 2023 and held it in 6 quarters.
GPS Wealth Strategies Group's John Hancock Preferred Income Fund III position peaked at $8.29K in Q2 2024.
61 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q3 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2024, filed 29 Oct 2024.