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 Q3	$509K	Buy	45,671 +811	+2%	+$9.36K	﹤0.01%	2484
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kestra Advisory Services's HEQ Position: Q3 2026 in Review

Kestra Advisory Services increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 1.8% in Q3 2026, buying an estimated $9.36K and bringing the position to 45,671 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Kestra Advisory Services first reported a position in HEQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $515K in Q2 2026. 12 funds tracked by Wall St. Rank hold HEQ as of Q3 2026.

Kestra Advisory Services held 45,671 shares of John Hancock Hedged Equity & Income Fund worth $509K as of Q3 2026.
Kestra Advisory Services bought 811 John Hancock Hedged Equity & Income Fund shares in Q3 2026, an estimated $9.36K.
John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2484 holding.
Kestra Advisory Services first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2024 and has held it in 8 quarters since.
Kestra Advisory Services's John Hancock Hedged Equity & Income Fund position peaked at $515K in Q2 2026.
12 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.