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

IFP 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
2023 Q1	–	Sell	-730	Closed	-$16K	–	3858
2022 Q4	$16K	Buy	730 +6	+0.8%	+$95	﹤0.01%	3065
2022 Q3	$16K	Hold	724	–	–	﹤0.01%	3282
2022 Q2	$16K	Hold	724	–	–	﹤0.01%	3029
2022 Q1	$16K	Buy	+724	New	+$13.8K	﹤0.01%	3029
2019 Q1	$21K	Sell	970 -280	-22%	-$5.89K	﹤0.01%	1327
2018 Q4	$23K	Hold	1,250	–	–	﹤0.01%	2046
2018 Q3	$26K	Hold	1,250	–	–	﹤0.01%	2311
2018 Q2	$27K	Hold	1,250	–	–	﹤0.01%	2290
2018 Q1	$27K	Hold	1,250	–	–	﹤0.01%	2199
2017 Q4	$27K	Sell	1,250 -10,926	-90%	-$235K	﹤0.01%	2227
2017 Q3	$267K	Sell	12,176 -4	-0%	-$88	0.01%	976
2017 Q2	$267K	Sell	12,180 -1,329	-10%	-$28.8K	0.01%	967
2017 Q1	$285K	Sell	13,509 -910	-6%	-$19K	0.01%	928
2016 Q4	$292K	Sell	14,419 -1,132	-7%	-$23.2K	0.01%	868
2016 Q3	$351K	Sell	15,551 -7,932	-34%	-$180K	0.02%	731
2016 Q2	$533K	Buy	23,483 +22,513	+2,321%	+$490K	0.03%	523
2016 Q1	$21K	Sell	970 -16,005	-94%	-$320K	﹤0.01%	1326
2015 Q4	$333K	Buy	+16,975	New	+$329K	0.02%	620

Other funds holding HPF

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

IFP Advisors's HPF Position: Q1 2023 in Review

IFP Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q1 2023, closing a stake of 730 shares — an estimated $16K sold.

IFP Advisors first reported a position in HPF in Q4 2015 and held it in 18 quarters. The position peaked at $533K in Q2 2016. 45 funds tracked by Wall St. Rank hold HPF as of Q1 2023.

IFP Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 730 John Hancock Preferred Income Fund II shares in Q1 2023, an estimated $16K.
IFP Advisors first reported a position in John Hancock Preferred Income Fund II in Q4 2015 and held it in 18 quarters.
IFP Advisors's John Hancock Preferred Income Fund II position peaked at $533K in Q2 2016.
45 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.