PS
HEQ

Principal Securities’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Principal Securities’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 		$1.76M Buy
153,377
+6,100
+4% +$69.9K 0.02% 598
2026
Q1 		$1.6M Sell
147,277
-94
-0.1% -$1.04K 0.02% 576
2025
Q4 		$1.58M Sell
147,371
-5,101
-3% -$54.8K 0.02% 549
2025
Q3 		$1.62M Buy
152,472
+1,992
+1% +$21.2K 0.03% 510
2025
Q2 		$1.59M Buy
150,480
+1,239
+0.8% +$12.8K 0.03% 480
2025
Q1 		$1.52M Hold
149,241
– – 0.03% 431
2024
Q4 		$1.52M Buy
149,241
+18,066
+14% +$195K 0.03% 428
2024
Q3 		$1.44M Buy
131,175
+16,791
+15% +$178K 0.03% 434
2024
Q2 		$1.19M Sell
114,384
-691
-0.6% -$7.07K 0.03% 437
2024
Q1 		$1.21M Sell
115,075
-1,320
-1% -$13.4K 0.04% 406
2023
Q4 		$1.17M Buy
+116,395
New +$1.13M 0.04% 367

Other funds holding HEQ

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Principal Securities's HEQ Position: Q2 2026 in Review

Principal Securities increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 4.1% in Q2 2026, buying an estimated $69.9K and bringing the position to 153,377 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #598.

Principal Securities first reported a position in HEQ in Q4 2023 and has held it in 11 quarters since. 36 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

  • Principal Securities held 153,377 shares of John Hancock Hedged Equity & Income Fund worth $1.76M as of Q2 2026.
  • Principal Securities bought 6,100 John Hancock Hedged Equity & Income Fund shares in Q2 2026, an estimated $69.9K.
  • John Hancock Hedged Equity & Income Fund made up 0.02% of Principal Securities's portfolio in Q2 2026, its #598 holding.
  • Principal Securities first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2023 and has held it in 11 quarters since.
  • 36 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.