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 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

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

IFP Advisors's HEQ Position: Q2 2026 in Review

IFP Advisors opened a new position in John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2026: 1,208 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #3190 among its holdings. This is a return to the name: IFP Advisors previously reported a position in HEQ as recently as Q4 2018.

IFP Advisors first reported a position in HEQ in Q2 2016 and has held it in 12 quarters since. The position peaked at $62K in Q3 2016. 36 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

IFP Advisors held 1,208 shares of John Hancock Hedged Equity & Income Fund worth $13.9K as of Q2 2026.
John Hancock Hedged Equity & Income Fund was a new IFP Advisors position in Q2 2026.
John Hancock Hedged Equity & Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3190 holding.
IFP Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2016 and has held it in 12 quarters since.
IFP Advisors's John Hancock Hedged Equity & Income Fund position peaked at $62K in Q3 2016.
36 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.