Horan Securities’s John Hancock Preferred Income Fund HPI Stock Holding History

Horan Securities’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
2022 Q4	–	Sell	-2	Closed	–	–	792
2022 Q3	$0	Sell	2 -334	-99%	-$5.95K	﹤0.01%	680
2022 Q2	$6K	Buy	+336	New	+$6.03K	﹤0.01%	392

Other funds holding HPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

ARG

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Horan Securities's HPI Position: Q4 2022 in Review

Horan Securities sold out of John Hancock Preferred Income Fund (HPI) in Q4 2022, closing a stake of 2 shares.

Horan Securities first reported a position in HPI in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 65 funds tracked by Wall St. Rank hold HPI as of Q4 2022.

Horan Securities reported no remaining John Hancock Preferred Income Fund position as of Q4 2022 after selling out during the quarter.
Horan Securities sold 2 John Hancock Preferred Income Fund shares in Q4 2022.
Horan Securities first reported a position in John Hancock Preferred Income Fund in Q2 2022 and held it in 2 quarters.
Horan Securities's John Hancock Preferred Income Fund position peaked at $6K in Q2 2022.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2022.

Based on Horan Securities's 13F filing for Q4 2022, filed 17 Jan 2023.