OW
HPS

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
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

AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
PRTG
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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Olistico Wealth's HPS Position: Q2 2026 in Review

Olistico Wealth held its John Hancock Preferred Income Fund III (HPS) position steady in Q2 2026 at 1,019 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #226.

Olistico Wealth first reported a position in HPS in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.6K in Q3 2024. 12 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

  • Olistico Wealth held 1,019 shares of John Hancock Preferred Income Fund III worth $14.8K as of Q2 2026.
  • Olistico Wealth left its John Hancock Preferred Income Fund III share count unchanged in Q2 2026.
  • John Hancock Preferred Income Fund III made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #226 holding.
  • Olistico Wealth first reported a position in John Hancock Preferred Income Fund III in Q2 2024 and has held it in 8 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 Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.