J.W. Cole Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

J.W. Cole 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	–	Sell	-136,169	Closed	-$2.2M	–	1061
2025 Q4	$2.2M	Buy	136,169 +16,509	+14%	+$281K	0.05%	359
2025 Q3	$2.08M	Buy	119,660 +22,794	+24%	+$372K	0.04%	437
2025 Q2	$1.55M	Buy	96,866 +26,571	+38%	+$421K	0.03%	506
2025 Q1	$1.17M	Buy	+70,295	New	+$1.2M	0.04%	488
2020 Q4	–	Sell	-28,042	Closed	-$528K	–	738
2020 Q3	$528K	Buy	+28,042	New	+$562K	0.04%	405
2020 Q1	–	Sell	-16,493	Closed	-$376K	–	268
2019 Q4	$376K	Buy	+16,493	New	+$373K	0.05%	365

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

J.W. Cole Advisors's HPI Position: Q1 2026 in Review

J.W. Cole Advisors sold out of John Hancock Preferred Income Fund (HPI) in Q1 2026, closing a stake of 136,169 shares — an estimated $2.2M sold.

J.W. Cole Advisors first reported a position in HPI in Q4 2019 and held it in 6 quarters. The position peaked at $2.2M in Q4 2025. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

J.W. Cole Advisors reported no remaining John Hancock Preferred Income Fund position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 136,169 John Hancock Preferred Income Fund shares in Q1 2026, an estimated $2.2M.
J.W. Cole Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2019 and held it in 6 quarters.
J.W. Cole Advisors's John Hancock Preferred Income Fund position peaked at $2.2M in Q4 2025.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.