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 Q3	$4.54K	Hold	324	–	–	﹤0.01%	3868
2026 Q2	$5.25K	Hold	324	–	–	﹤0.01%	3764
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%	+$1.6K	﹤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

TCMG

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

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

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

HWP

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

IFP Advisors's HPI Position: Q3 2026 in Review

IFP Advisors held its John Hancock Preferred Income Fund (HPI) position steady in Q3 2026 at 324 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3868.

IFP Advisors first reported a position in HPI in Q4 2015 and has held it in 20 quarters since. The position peaked at $418K in Q2 2017. 9 funds tracked by Wall St. Rank hold HPI as of Q3 2026.

IFP Advisors held 324 shares of John Hancock Preferred Income Fund worth $4.54K as of Q3 2026.
IFP Advisors left its John Hancock Preferred Income Fund share count unchanged in Q3 2026.
John Hancock Preferred Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3868 holding.
IFP Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2015 and has held it in 20 quarters since.
IFP Advisors's John Hancock Preferred Income Fund position peaked at $418K in Q2 2017.
9 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2026.

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