LifeSteps Financial’s John Hancock Preferred Income Fund III HPS Stock Holding History

LifeSteps Financial’s Portfolio HPS Stock Details HPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9K	Buy	+750	New	+$10.9K	0.01%	395

Other funds holding HPS

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

LifeSteps Financial's HPS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in John Hancock Preferred Income Fund III (HPS) in Q2 2026: 750 shares worth $10.9K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings.

12 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

LifeSteps Financial held 750 shares of John Hancock Preferred Income Fund III worth $10.9K as of Q2 2026.
John Hancock Preferred Income Fund III was a new LifeSteps Financial position in Q2 2026.
John Hancock Preferred Income Fund III made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #395 holding.
12 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.