IFWM
HPS

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

Institute for 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 		$7.2K Buy
+495
New +$7.18K ﹤0.01% 1396

Other funds holding HPS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Institute for Wealth Management's HPS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in John Hancock Preferred Income Fund III (HPS) in Q2 2026: 495 shares worth $7.2K. The stake represents ﹤0.01% of the portfolio and ranks #1396 among its holdings.

41 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

  • Institute for Wealth Management held 495 shares of John Hancock Preferred Income Fund III worth $7.2K as of Q2 2026.
  • John Hancock Preferred Income Fund III was a new Institute for Wealth Management position in Q2 2026.
  • John Hancock Preferred Income Fund III made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1396 holding.
  • 41 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.