IHT Wealth Management’s John Hancock Preferred Income Fund III HPS Stock Holding History

IHT Wealth Management’s Portfolio HPS Stock Details HPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-11,512	Closed	-$164K	–	1300
2026 Q1	$164K	Buy	+11,512	New	+$168K	﹤0.01%	1209
2023 Q3	–	Sell	-11,800	Closed	-$165K	–	987
2023 Q2	$165K	Hold	11,800	–	–	0.01%	902
2023 Q1	$173K	Buy	+11,800	New	+$176K	0.01%	868
2018 Q2	–	Sell	-1,490	Closed	-$26K	–	833
2018 Q1	$26K	Sell	1,490 -2,132	-59%	-$37.7K	0.01%	888
2017 Q4	$68K	Hold	3,622	–	–	0.02%	601
2017 Q3	$67K	Hold	3,622	–	–	0.03%	439
2017 Q2	$6K	Buy	3,622 +2,622	+262%	+$49.5K	﹤0.01%	1065
2017 Q1	$18K	Hold	1,000	–	–	0.01%	687
2016 Q4	$18K	Buy	+1,000	New	+$17.7K	0.01%	671

Other funds holding HPS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IHT Wealth Management's HPS Position: Q2 2026 in Review

IHT Wealth Management sold out of John Hancock Preferred Income Fund III (HPS) in Q2 2026, closing a stake of 11,512 shares — an estimated $164K sold.

IHT Wealth Management first reported a position in HPS in Q4 2016 and held it in 9 quarters. The position peaked at $173K in Q1 2023. 69 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

IHT Wealth Management reported no remaining John Hancock Preferred Income Fund III position as of Q2 2026 after selling out during the quarter.
IHT Wealth Management sold 11,512 John Hancock Preferred Income Fund III shares in Q2 2026, an estimated $164K.
IHT Wealth Management first reported a position in John Hancock Preferred Income Fund III in Q4 2016 and held it in 9 quarters.
IHT Wealth Management's John Hancock Preferred Income Fund III position peaked at $173K in Q1 2023.
69 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.