HWP
HEQ

Highline Wealth Partners’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Highline Wealth Partners’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 		$2.49K Hold
217
– – ﹤0.01% 1141
2026
Q1 		$2.36K Buy
+217
New +$2.4K ﹤0.01% 1029
2025
Q4 		– Sell
-340
Closed -$3.62K – 1117
2025
Q3 		$3.62K Buy
+340
New +$3.61K ﹤0.01% 679

Other funds holding HEQ

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Highline Wealth Partners's HEQ Position: Q2 2026 in Review

Highline Wealth Partners held its John Hancock Hedged Equity & Income Fund (HEQ) position steady in Q2 2026 at 217 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Highline Wealth Partners first reported a position in HEQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.62K in Q3 2025. 6 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

  • Highline Wealth Partners held 217 shares of John Hancock Hedged Equity & Income Fund worth $2.49K as of Q2 2026.
  • Highline Wealth Partners 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 Highline Wealth Partners's portfolio in Q2 2026, its #1141 holding.
  • Highline Wealth Partners first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Highline Wealth Partners's John Hancock Hedged Equity & Income Fund position peaked at $3.62K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.