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
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

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Advisory Services's HEQ Position: Q1 2026 in Review

Kestra Advisory Services reduced its John Hancock Hedged Equity & Income Fund (HEQ) stake by 13% in Q1 2026, selling an estimated $65.6K and leaving 38,463 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Kestra Advisory Services first reported a position in HEQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $484K in Q1 2025. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

  • Kestra Advisory Services held 38,463 shares of John Hancock Hedged Equity & Income Fund worth $418K as of Q1 2026.
  • Kestra Advisory Services sold 5,924 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $65.6K.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2361 holding.
  • Kestra Advisory Services first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Kestra Advisory Services's John Hancock Hedged Equity & Income Fund position peaked at $484K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.