NWF Advisory Services’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

NWF Advisory Services’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 Q2	$177K	Sell	15,400 -3,000	-16%	-$34.4K	0.02%	416
2026 Q1	$200K	Hold	18,400	–	–	0.02%	363
2025 Q4	$198K	Hold	18,400	–	–	0.02%	362
2025 Q3	$196K	Sell	18,400 -800	-4%	-$8.5K	0.02%	381
2025 Q2	$203K	Hold	19,200	–	–	0.02%	380
2025 Q1	$200K	Buy	+19,200	New	+$201K	0.03%	330
2024 Q4	–	Sell	-19,200	Closed	-$211K	–	342
2024 Q3	$211K	Hold	19,200	–	–	0.03%	300
2024 Q2	$199K	Hold	19,200	–	–	0.03%	283
2024 Q1	$201K	Sell	19,200 -1,400	-7%	-$14.3K	0.03%	283
2023 Q4	$207K	Hold	20,600	–	–	0.04%	252
2023 Q3	$197K	Hold	20,600	–	–	0.05%	240
2023 Q2	$222K	Hold	20,600	–	–	0.05%	225
2023 Q1	$222K	Buy	+20,600	New	+$242K	0.05%	224

Other funds holding HEQ

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

NWF Advisory Services's HEQ Position: Q2 2026 in Review

NWF Advisory Services reduced its John Hancock Hedged Equity & Income Fund (HEQ) stake by 16% in Q2 2026, selling an estimated $34.4K and leaving 15,400 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #416.

NWF Advisory Services first reported a position in HEQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $222K in Q2 2023. 36 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

NWF Advisory Services held 15,400 shares of John Hancock Hedged Equity & Income Fund worth $177K as of Q2 2026.
NWF Advisory Services sold 3,000 John Hancock Hedged Equity & Income Fund shares in Q2 2026, an estimated $34.4K.
John Hancock Hedged Equity & Income Fund made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #416 holding.
NWF Advisory Services first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's John Hancock Hedged Equity & Income Fund position peaked at $222K in Q2 2023.
36 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.