Level Four Advisory Services’s John Hancock Preferred Income Fund HPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-33,213
Closed -$551K 801
2025
Q1
$551K Sell
33,213
-12,440
-27% -$212K 0.02% 476
2024
Q4
$759K Buy
45,653
+1,218
+3% +$21.6K 0.03% 409
2024
Q3
$798K Sell
44,435
-477
-1% -$8.31K 0.03% 410
2024
Q2
$750K Buy
44,912
+18,102
+68% +$298K 0.03% 402
2024
Q1
$423K Hold
26,810
0.02% 521
2023
Q4
$423K Buy
26,810
+14,658
+121% +$212K 0.02% 517
2023
Q3
$177K Buy
12,152
+2,150
+21% +$32.6K 0.01% 694
2023
Q2
$152K Buy
+10,002
New +$149K 0.01% 756

Other funds holding HPI

Level Four Advisory Services's HPI Position: Q2 2025 in Review

Level Four Advisory Services sold out of John Hancock Preferred Income Fund (HPI) in Q2 2025, closing a stake of 33,213 shares — an estimated $551K sold.

Level Four Advisory Services first reported a position in HPI in Q2 2023 and held it in 8 quarters. The position peaked at $798K in Q3 2024. 64 funds tracked by Wall St. Rank hold HPI as of Q2 2025.

  • Level Four Advisory Services reported no remaining John Hancock Preferred Income Fund position as of Q2 2025 after selling out during the quarter.
  • Level Four Advisory Services sold 33,213 John Hancock Preferred Income Fund shares in Q2 2025, an estimated $551K.
  • Level Four Advisory Services first reported a position in John Hancock Preferred Income Fund in Q2 2023 and held it in 8 quarters.
  • Level Four Advisory Services's John Hancock Preferred Income Fund position peaked at $798K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2025.

Based on Level Four Advisory Services's 13F filing for Q2 2025, filed 13 Aug 2025.