Olistico Wealth’s John Hancock Preferred Income Fund III HPS Stock Holding History

Olistico Wealth’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 Q3	$12.3K	Hold	1,019	–	–	0.01%	247
2026 Q2	$14.8K	Hold	1,019	–	–	0.01%	226
2026 Q1	$14.5K	Hold	1,019	–	–	0.01%	233
2025 Q4	$14.7K	Buy	+1,019	New	+$15.3K	0.01%	233
2025 Q3	–	Sell	-1,019	Closed	-$14.5K	–	195
2025 Q2	$14.5K	Hold	1,019	–	–	0.01%	245
2025 Q1	$15.3K	Hold	1,019	–	–	0.01%	228
2024 Q4	$15.3K	Hold	1,019	–	–	0.01%	225
2024 Q3	$17.6K	Hold	1,019	–	–	0.01%	221
2024 Q2	$16.1K	Buy	+1,019	New	+$15.6K	0.01%	220

Other funds holding HPS

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

PNFS

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Olistico Wealth's HPS Position: Q3 2026 in Review

Olistico Wealth held its John Hancock Preferred Income Fund III (HPS) position steady in Q3 2026 at 1,019 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #247.

Olistico Wealth first reported a position in HPS in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.6K in Q3 2024. 12 funds tracked by Wall St. Rank hold HPS as of Q3 2026.

Olistico Wealth held 1,019 shares of John Hancock Preferred Income Fund III worth $12.3K as of Q3 2026.
Olistico Wealth left its John Hancock Preferred Income Fund III share count unchanged in Q3 2026.
John Hancock Preferred Income Fund III made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #247 holding.
Olistico Wealth first reported a position in John Hancock Preferred Income Fund III in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's John Hancock Preferred Income Fund III position peaked at $17.6K in Q3 2024.
12 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.