Harbour Investments’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Harbour Investments’s Portfolio HEQ Stock Details HEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.6K	Hold	1,100	–	–	﹤0.01%	3229
2026 Q1	$11.9K	Buy	+1,100	New	+$12.2K	﹤0.01%	3169
2021 Q4	–	Sell	-1,100	Closed	-$14K	–	3080
2021 Q3	$14K	Hold	1,100	–	–	﹤0.01%	2486
2021 Q2	$15K	Hold	1,100	–	–	﹤0.01%	2504
2021 Q1	$13K	Buy	+1,100	New	+$12.8K	﹤0.01%	2452

Other funds holding HEQ

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Harbour Investments's HEQ Position: Q2 2026 in Review

Harbour Investments held its John Hancock Hedged Equity & Income Fund (HEQ) position steady in Q2 2026 at 1,100 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3229.

Harbour Investments first reported a position in HEQ in Q1 2021 and has held it in 5 quarters since. The position peaked at $15K in Q2 2021. 36 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

Harbour Investments held 1,100 shares of John Hancock Hedged Equity & Income Fund worth $12.6K as of Q2 2026.
Harbour Investments left its John Hancock Hedged Equity & Income Fund share count unchanged in Q2 2026.
John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3229 holding.
Harbour Investments first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2021 and has held it in 5 quarters since.
Harbour Investments's John Hancock Hedged Equity & Income Fund position peaked at $15K in Q2 2021.
36 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.