Kestra Private Wealth Services’s John Hancock Preferred Income Fund II HPF Stock Holding History

Kestra Private Wealth Services’s Portfolio HPF Stock Details HPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-20,222	Closed	-$316K	–	1855
2026 Q1	$316K	Buy	20,222 +200	+1%	+$3.2K	﹤0.01%	1435
2025 Q4	$322K	Buy	+20,022	New	+$330K	﹤0.01%	1389

Other funds holding HPF

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

APW

Axim Planning & Wealth Springboro, Ohio $71.5M AUM 22.1% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kestra Private Wealth Services's HPF Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of John Hancock Preferred Income Fund II (HPF) in Q2 2026, closing a stake of 20,222 shares — an estimated $316K sold.

Kestra Private Wealth Services first reported a position in HPF in Q4 2025 and held it in 2 quarters. The position peaked at $322K in Q4 2025. 48 funds tracked by Wall St. Rank hold HPF as of Q2 2026.

Kestra Private Wealth Services reported no remaining John Hancock Preferred Income Fund II position as of Q2 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 20,222 John Hancock Preferred Income Fund II shares in Q2 2026, an estimated $316K.
Kestra Private Wealth Services first reported a position in John Hancock Preferred Income Fund II in Q4 2025 and held it in 2 quarters.
Kestra Private Wealth Services's John Hancock Preferred Income Fund II position peaked at $322K in Q4 2025.
48 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2026.

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