KWA
HPF

Kingswood Wealth Advisors’s John Hancock Preferred Income Fund II HPF Stock Holding History

Kingswood Wealth Advisors’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
2024
Q1 		– Sell
-11,859
Closed -$187K – 652
2023
Q4 		$187K Buy
+11,859
New +$173K 0.02% 583

Other funds holding HPF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Kingswood Wealth Advisors's HPF Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of John Hancock Preferred Income Fund II (HPF) in Q1 2024, closing a stake of 11,859 shares — an estimated $187K sold.

Kingswood Wealth Advisors first reported a position in HPF in Q4 2023 and held it in 1 quarter. The position peaked at $187K in Q4 2023. 43 funds tracked by Wall St. Rank hold HPF as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining John Hancock Preferred Income Fund II position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 11,859 John Hancock Preferred Income Fund II shares in Q1 2024, an estimated $187K.
  • Kingswood Wealth Advisors first reported a position in John Hancock Preferred Income Fund II in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's John Hancock Preferred Income Fund II position peaked at $187K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.