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

IFP Advisors’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
2026 Q1	$5.08K	Buy	+324	New	+$5.22K	﹤0.01%	3517
2023 Q2	–	Sell	-100	Closed	-$2.15K	–	3503
2023 Q1	$2.15K	Sell	100 -1,700	-94%	-$28.3K	﹤0.01%	2874
2022 Q4	$39K	Buy	1,800 +100	+6%	+$1.59K	﹤0.01%	2412
2022 Q3	$37K	Hold	1,700	–	–	﹤0.01%	2616
2022 Q2	$37K	Hold	1,700	–	–	﹤0.01%	2373
2022 Q1	$37K	Buy	+1,700	New	+$32.6K	﹤0.01%	2373
2019 Q1	–	Sell	-1,075	Closed	-$20K	–	2809
2018 Q4	$20K	Sell	1,075 -700	-39%	-$14.3K	﹤0.01%	2136
2018 Q3	$39K	Hold	1,775	–	–	﹤0.01%	2031
2018 Q2	$39K	Buy	1,775 +375	+27%	+$7.85K	﹤0.01%	2069
2018 Q1	$30K	Hold	1,400	–	–	﹤0.01%	2130
2017 Q4	$30K	Sell	1,400 -17,309	-93%	-$374K	﹤0.01%	2156
2017 Q3	$410K	Sell	18,709 -403	-2%	-$8.8K	0.02%	771
2017 Q2	$418K	Buy	19,112 +5,459	+40%	+$119K	0.02%	747
2017 Q1	$290K	Hold	13,653	–	–	0.01%	917
2016 Q4	$278K	Sell	13,653 -300	-2%	-$6.14K	0.01%	890
2016 Q3	$313K	Sell	13,953 -3,305	-19%	-$75.2K	0.02%	793
2016 Q2	$394K	Buy	+17,258	New	+$383K	0.02%	646
2016 Q1	–	Sell	-12,913	Closed	-$259K	–	2827
2015 Q4	$259K	Buy	+12,913	New	+$254K	0.02%	727

Other funds holding HPI

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

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

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

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

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFP Advisors's HPI Position: Q1 2026 in Review

IFP Advisors opened a new position in John Hancock Preferred Income Fund (HPI) in Q1 2026: 324 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #3517 among its holdings. This is a return to the name: IFP Advisors previously reported a position in HPI as recently as Q1 2023.

IFP Advisors first reported a position in HPI in Q4 2015 and has held it in 18 quarters since. The position peaked at $418K in Q2 2017. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

IFP Advisors held 324 shares of John Hancock Preferred Income Fund worth $5.08K as of Q1 2026.
John Hancock Preferred Income Fund was a new IFP Advisors position in Q1 2026.
John Hancock Preferred Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3517 holding.
IFP Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2015 and has held it in 18 quarters since.
IFP Advisors's John Hancock Preferred Income Fund position peaked at $418K in Q2 2017.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.