IFP Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

IFP Advisors’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 Q3	–	Sell	-1,208	Closed	-$13.9K	–	5315
2026 Q2	$13.9K	Buy	+1,208	New	+$13.8K	﹤0.01%	3190
2019 Q1	–	Sell	-901	Closed	-$12K	–	2793
2018 Q4	$12K	Sell	901 -2,253	-71%	-$32.1K	﹤0.01%	2408
2018 Q3	$50K	Buy	3,154 +53	+2%	+$855	﹤0.01%	1897
2018 Q2	$52K	Buy	3,101 +95	+3%	+$1.61K	﹤0.01%	1882
2018 Q1	$52K	Hold	3,006	–	–	﹤0.01%	1786
2017 Q4	$52K	Sell	3,006 -437	-13%	-$7.6K	﹤0.01%	1802
2017 Q3	$61K	Buy	3,443 +42	+1%	+$734	﹤0.01%	1870
2017 Q2	$58K	Hold	3,401	–	–	﹤0.01%	1860
2017 Q1	$57K	Sell	3,401 -419	-11%	-$6.88K	﹤0.01%	1844
2016 Q4	$60K	Hold	3,820	–	–	﹤0.01%	1765
2016 Q3	$62K	Buy	3,820 +500	+15%	+$7.8K	﹤0.01%	1678
2016 Q2	$50K	Buy	+3,320	New	+$49.6K	﹤0.01%	1764

Other funds holding HEQ

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

IFP Advisors's HEQ Position: Q3 2026 in Review

IFP Advisors sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2026, closing a stake of 1,208 shares — an estimated $13.9K sold.

IFP Advisors first reported a position in HEQ in Q2 2016 and held it in 12 quarters. The position peaked at $62K in Q3 2016. 9 funds tracked by Wall St. Rank hold HEQ as of Q3 2026.

IFP Advisors reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 1,208 John Hancock Hedged Equity & Income Fund shares in Q3 2026, an estimated $13.9K.
IFP Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2016 and held it in 12 quarters.
IFP Advisors's John Hancock Hedged Equity & Income Fund position peaked at $62K in Q3 2016.
9 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.