OIA
HPI

Optimum Investment Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

Optimum Investment Advisors’s Portfolio HPI Stock Details HPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$27.1K Hold
1,560
– – 0.01% 410
2025
Q2 		$24.9K Hold
1,560
– – 0.01% 419
2025
Q1 		$25.9K Hold
1,560
– – 0.01% 410
2024
Q4 		$25.9K Hold
1,560
– – 0.01% 405
2024
Q3 		$29.6K Hold
1,560
– – 0.01% 399
2024
Q2 		$26.1K Sell
1,560
-140
-8% -$2.31K 0.01% 415
2024
Q1 		$28.3K Hold
1,700
– – 0.01% 417
2023
Q4 		$26.8K Hold
1,700
– – 0.01% 412
2023
Q3 		$24.8K Hold
1,700
– – 0.01% 442
2023
Q2 		$25.9K Hold
1,700
– – 0.01% 445
2023
Q1 		$27.2K Hold
1,700
– – 0.01% 443
2022
Q4 		$27.3K Sell
1,700
-400
-19% -$6.38K 0.01% 449
2022
Q3 		$34K Hold
2,100
– – 0.02% 439
2022
Q2 		$37K Hold
2,100
– – 0.02% 441
2022
Q1 		$41K Sell
2,100
-1,800
-46% -$34.5K 0.02% 471
2021
Q4 		$81K Hold
3,900
– – 0.03% 375
2021
Q3 		$84K Hold
3,900
– – 0.04% 358
2021
Q2 		$84K Sell
3,900
-1,700
-30% -$35.6K 0.03% 414
2021
Q1 		$116K Sell
5,600
-1,900
-25% -$36.5K 0.03% 342
2020
Q4 		$148K Sell
7,500
-1,500
-17% -$28.7K 0.04% 299
2020
Q3 		$169K Sell
9,000
-3,500
-28% -$70.2K 0.06% 252
2020
Q2 		$245K Sell
12,500
-3,600
-22% -$65.1K 0.09% 213
2020
Q1 		$259K Sell
16,100
-1,950
-11% -$40.9K 0.11% 184
2019
Q4 		$412K Sell
18,050
-500
-3% -$11.3K 0.12% 180
2019
Q3 		$448K Buy
18,550
+1,000
+6% +$23.7K 0.14% 167
2019
Q2 		$407K Buy
17,550
+2,500
+17% +$57.3K 0.13% 169
2019
Q1 		$341K Buy
15,050
+2,150
+17% +$45.6K 0.11% 191
2018
Q4 		$243K Buy
12,900
+300
+2% +$6.13K 0.08% 221
2018
Q3 		$277K Buy
12,600
+500
+4% +$11K 0.08% 249
2018
Q2 		$264K Buy
12,100
+200
+2% +$4.19K 0.08% 251
2018
Q1 		$244K Sell
11,900
-400
-3% -$8.24K 0.07% 257
2017
Q4 		$263K Buy
+12,300
New +$266K 0.08% 253

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Optimum Investment Advisors's HPI Position: Q3 2025 in Review

Optimum Investment Advisors held its John Hancock Preferred Income Fund (HPI) position steady in Q3 2025 at 1,560 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #410.

Optimum Investment Advisors first reported a position in HPI in Q4 2017 and has held it in 32 quarters since. The position peaked at $448K in Q3 2019. 63 funds tracked by Wall St. Rank hold HPI as of Q3 2025.

  • Optimum Investment Advisors held 1,560 shares of John Hancock Preferred Income Fund worth $27.1K as of Q3 2025.
  • Optimum Investment Advisors left its John Hancock Preferred Income Fund share count unchanged in Q3 2025.
  • John Hancock Preferred Income Fund made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #410 holding.
  • Optimum Investment Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2017 and has held it in 32 quarters since.
  • Optimum Investment Advisors's John Hancock Preferred Income Fund position peaked at $448K in Q3 2019.
  • 63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.