KAS
HEQ

Kestra Advisory Services’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Kestra Advisory Services’s Portfolio HEQ Stock Details HEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$515K Buy
44,860
+6,397
+17% +$73.3K ﹤0.01% 2324
2026
Q1 		$418K Sell
38,463
-5,924
-13% -$65.6K ﹤0.01% 2361
2025
Q4 		$477K Buy
44,387
+2,275
+5% +$24.5K ﹤0.01% 2183
2025
Q3 		$448K Sell
42,112
-2,338
-5% -$24.8K ﹤0.01% 2139
2025
Q2 		$470K Sell
44,450
-2,050
-4% -$21.2K ﹤0.01% 2011
2025
Q1 		$484K Sell
46,500
-764
-2% -$7.99K ﹤0.01% 1831
2024
Q4 		$483K Buy
+47,264
New +$510K ﹤0.01% 1895

Other funds holding HEQ

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Kestra Advisory Services's HEQ Position: Q2 2026 in Review

Kestra Advisory Services increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 17% in Q2 2026, buying an estimated $73.3K and bringing the position to 44,860 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Kestra Advisory Services first reported a position in HEQ in Q4 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

  • Kestra Advisory Services held 44,860 shares of John Hancock Hedged Equity & Income Fund worth $515K as of Q2 2026.
  • Kestra Advisory Services bought 6,397 John Hancock Hedged Equity & Income Fund shares in Q2 2026, an estimated $73.3K.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2324 holding.
  • Kestra Advisory Services first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 36 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.