Sax Wealth Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Sax Wealth Advisors’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	$369K	Hold	33,953	–	–	0.02%	408
2026 Q1	$365K	Hold	33,953	–	–	0.02%	352
2025 Q4	$365K	Buy	+33,953	New	+$365K	0.02%	357

Other funds holding HEQ

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Sax Wealth Advisors's HEQ Position: Q2 2026 in Review

Sax Wealth Advisors held its John Hancock Hedged Equity & Income Fund (HEQ) position steady in Q2 2026 at 33,953 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #408.

Sax Wealth Advisors first reported a position in HEQ in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

Sax Wealth Advisors held 33,953 shares of John Hancock Hedged Equity & Income Fund worth $369K as of Q2 2026.
Sax Wealth Advisors left its John Hancock Hedged Equity & Income Fund share count unchanged in Q2 2026.
John Hancock Hedged Equity & Income Fund made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #408 holding.
Sax Wealth Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2025 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.