Guggenheim Capital’s John Hancock Preferred Income Fund HPI Stock Holding History

Guggenheim Capital’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 Q1	$3.22M	Sell	205,539 -6,198	-3%	-$99.9K	0.03%	560
2025 Q4	$3.43M	Buy	211,737 +55,509	+36%	+$943K	0.02%	532
2025 Q3	$2.71M	Sell	156,228 -23,161	-13%	-$378K	0.02%	600
2025 Q2	$2.87M	Sell	179,389 -77,973	-30%	-$1.24M	0.02%	552
2025 Q1	$4.27M	Sell	257,362 -8,944	-3%	-$152K	0.04%	466
2024 Q4	$4.43M	Sell	266,306 -21,335	-7%	-$379K	0.04%	458
2024 Q3	$5.45M	Buy	287,641 +10,573	+4%	+$184K	0.04%	507
2024 Q2	$4.63M	Buy	277,068 +56,789	+26%	+$936K	0.03%	548
2024 Q1	$3.66M	Buy	220,279 +13,425	+6%	+$216K	0.03%	666
2023 Q4	$3.26M	Buy	206,854 +30,200	+17%	+$437K	0.02%	676
2023 Q3	$2.57M	Buy	176,654 +41,684	+31%	+$633K	0.02%	725
2023 Q2	$2.06M	Sell	134,970 -21,366	-14%	-$319K	0.02%	844
2023 Q1	$2.5M	Sell	156,336 -4,029	-3%	-$67.1K	0.02%	774
2022 Q4	$2.57M	Buy	160,365 +30,285	+23%	+$483K	0.02%	760
2022 Q3	$2.08M	Buy	130,080 +2,427	+2%	+$43.3K	0.02%	821
2022 Q2	$2.23M	Buy	127,653 +20,971	+20%	+$376K	0.02%	854
2022 Q1	$2.06M	Buy	106,682 +46,615	+78%	+$894K	0.01%	1001
2021 Q4	$1.25M	Buy	60,067 +27,846	+86%	+$591K	0.01%	1269
2021 Q3	$692K	Buy	32,221 +21,235	+193%	+$461K	﹤0.01%	1609
2021 Q2	$238K	Buy	+10,986	New	+$230K	﹤0.01%	2095
2017 Q4	–	Sell	-20,923	Closed	-$459K	–	2755
2017 Q3	$459K	Sell	20,923 -5,110	-20%	-$112K	﹤0.01%	2415
2017 Q2	$569K	Sell	26,033 -11,336	-30%	-$247K	﹤0.01%	2359
2017 Q1	$794K	Sell	37,369 -4,061	-10%	-$85K	﹤0.01%	2222
2016 Q4	$843K	Sell	41,430 -4,725	-10%	-$96.7K	﹤0.01%	2230
2016 Q3	$1.04M	Sell	46,155 -180,235	-80%	-$4.1M	﹤0.01%	2063
2016 Q2	$5.17M	Buy	226,390 +73,093	+48%	+$1.62M	0.02%	976
2016 Q1	$3.4M	Sell	153,297 -48,589	-24%	-$1.01M	0.01%	1220
2015 Q4	$4.04M	Sell	201,886 -40,766	-17%	-$802K	0.01%	1128
2015 Q3	$4.69M	Sell	242,652 -72,805	-23%	-$1.42M	0.01%	1070
2015 Q2	$6.12M	Sell	315,457 -33,499	-10%	-$687K	0.02%	1062
2015 Q1	$7.39M	Sell	348,956 -31,717	-8%	-$662K	0.02%	987
2014 Q4	$7.77M	Sell	380,673 -77,454	-17%	-$1.58M	0.02%	938
2014 Q3	$9.19M	Buy	458,127 +66,054	+17%	+$1.33M	0.02%	918
2014 Q2	$8.07M	Buy	392,073 +33,685	+9%	+$681K	0.02%	955
2014 Q1	$7.14M	Sell	358,388 -28,949	-7%	-$548K	0.02%	967
2013 Q4	$6.91M	Buy	387,337 +71,898	+23%	+$1.32M	0.02%	957
2013 Q3	$6.08M	Buy	315,439 +215,392	+215%	+$4.18M	0.02%	1010
2013 Q2	$2.08M	Buy	+100,047	New	+$2.27M	0.01%	1502

Other funds holding HPI

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ARG

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

Guggenheim Capital's HPI Position: Q1 2026 in Review

Guggenheim Capital reduced its John Hancock Preferred Income Fund (HPI) stake by 2.9% in Q1 2026, selling an estimated $99.9K and leaving 205,539 shares worth $3.22M. The position accounts for 0.03% of the portfolio, ranked #560.

Guggenheim Capital first reported a position in HPI in Q2 2013 and has held it in 38 quarters since. The position peaked at $9.19M in Q3 2014. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

Guggenheim Capital held 205,539 shares of John Hancock Preferred Income Fund worth $3.22M as of Q1 2026.
Guggenheim Capital sold 6,198 John Hancock Preferred Income Fund shares in Q1 2026, an estimated $99.9K.
John Hancock Preferred Income Fund made up 0.03% of Guggenheim Capital's portfolio in Q1 2026, its #560 holding.
Guggenheim Capital first reported a position in John Hancock Preferred Income Fund in Q2 2013 and has held it in 38 quarters since.
Guggenheim Capital's John Hancock Preferred Income Fund position peaked at $9.19M in Q3 2014.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.