KA
HEQ

Kovack Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Kovack Advisors’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 		$665K Buy
60,600
+7,364
+14% +$81.6K 0.04% 503
2025
Q4 		$572K Buy
53,236
+30,176
+131% +$324K 0.03% 549
2025
Q3 		$246K Buy
23,060
+4,165
+22% +$44.2K 0.02% 517
2025
Q2 		$200K Buy
18,895
+1,908
+11% +$19.7K 0.02% 568
2025
Q1 		$177K Buy
16,987
+2,128
+14% +$22.3K 0.02% 541
2024
Q4 		$152K Buy
14,859
+1,632
+12% +$17.6K 0.01% 584
2024
Q3 		$145K Buy
13,227
+2,471
+23% +$26.2K 0.02% 562
2024
Q2 		$112K Buy
+10,756
New +$110K 0.01% 551

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

Kovack Advisors's HEQ Position: Q1 2026 in Review

Kovack Advisors increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 14% in Q1 2026, buying an estimated $81.6K and bringing the position to 60,600 shares worth $665K. The position accounts for 0.04% of the portfolio, ranked #503.

Kovack Advisors first reported a position in HEQ in Q2 2024 and has held it in 8 quarters since. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.

  • Kovack Advisors held 60,600 shares of John Hancock Hedged Equity & Income Fund worth $665K as of Q1 2026.
  • Kovack Advisors bought 7,364 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $81.6K.
  • John Hancock Hedged Equity & Income Fund made up 0.04% of Kovack Advisors's portfolio in Q1 2026, its #503 holding.
  • Kovack Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2024 and has held it in 8 quarters since.
  • 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.