HWA
HPF

HHM Wealth Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

HHM Wealth Advisors’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 		– Sell
-1,643
Closed -$27.7K – 870
2025
Q3 		$27.7K Buy
1,643
+37
+2% +$600 ﹤0.01% 457
2025
Q2 		$25.4K Buy
1,606
+37
+2% +$584 ﹤0.01% 478
2025
Q1 		$26.1K Buy
1,569
+34
+2% +$572 ﹤0.01% 466
2024
Q4 		$25.4K Buy
1,535
+32
+2% +$564 ﹤0.01% 463
2024
Q3 		$28K Buy
+1,503
New +$25.7K ﹤0.01% 423

Other funds holding HPF

UBS Group
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HHM Wealth Advisors's HPF Position: Q4 2025 in Review

HHM Wealth Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q4 2025, closing a stake of 1,643 shares — an estimated $27.7K sold.

HHM Wealth Advisors first reported a position in HPF in Q3 2024 and held it in 5 quarters. The position peaked at $28K in Q3 2024. 47 funds tracked by Wall St. Rank hold HPF as of Q4 2025.

  • HHM Wealth Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q4 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,643 John Hancock Preferred Income Fund II shares in Q4 2025, an estimated $27.7K.
  • HHM Wealth Advisors first reported a position in John Hancock Preferred Income Fund II in Q3 2024 and held it in 5 quarters.
  • HHM Wealth Advisors's John Hancock Preferred Income Fund II position peaked at $28K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.