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 Q2	$2.47M	Buy	+152,483	New	+$2.45M	0.04%	430
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 $786B AUM 40.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

J.W. Cole Advisors's HPI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in John Hancock Preferred Income Fund (HPI) in Q2 2026: 152,483 shares worth $2.47M. The stake represents 0.04% of the portfolio and ranks #430 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in HPI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in HPI in Q4 2019 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

J.W. Cole Advisors held 152,483 shares of John Hancock Preferred Income Fund worth $2.47M as of Q2 2026.
John Hancock Preferred Income Fund was a new J.W. Cole Advisors position in Q2 2026.
John Hancock Preferred Income Fund made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #430 holding.
J.W. Cole Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2019 and has held it in 7 quarters since.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.