Silverlake Wealth Management’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Silverlake Wealth Management’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
2025 Q2	–	Sell	-10,208	Closed	-$106K	–	322
2025 Q1	$106K	Hold	10,208	–	–	0.04%	255
2024 Q4	$104K	Sell	10,208 -1,000	-9%	-$10.8K	0.04%	263
2024 Q3	$123K	Sell	11,208 -1,065	-9%	-$11.3K	0.05%	268
2024 Q2	$128K	Hold	12,273	–	–	0.05%	270
2024 Q1	$129K	Hold	12,273	–	–	0.07%	231
2023 Q4	$123K	Hold	12,273	–	–	0.07%	216
2023 Q3	$117K	Hold	12,273	–	–	0.07%	217
2023 Q2	$132K	Hold	12,273	–	–	0.07%	217
2023 Q1	$143K	Hold	12,273	–	–	0.09%	203
2022 Q4	$141K	Sell	12,273 -1,450	-11%	-$17.1K	0.09%	198
2022 Q3	$162K	Hold	13,723	–	–	0.11%	188
2022 Q2	$162K	Sell	13,723 -3,890	-22%	-$50.3K	0.11%	193
2022 Q1	$229K	Sell	17,613 -400	-2%	-$5.17K	0.13%	186
2021 Q4	$234K	Buy	+18,013	New	+$232K	0.13%	191

Other funds holding HEQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SFS

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Silverlake Wealth Management's HEQ Position: Q2 2025 in Review

Silverlake Wealth Management sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2025, closing a stake of 10,208 shares — an estimated $106K sold.

Silverlake Wealth Management first reported a position in HEQ in Q4 2021 and held it in 14 quarters. The position peaked at $234K in Q4 2021. 32 funds tracked by Wall St. Rank hold HEQ as of Q2 2025.

Silverlake Wealth Management reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2025 after selling out during the quarter.
Silverlake Wealth Management sold 10,208 John Hancock Hedged Equity & Income Fund shares in Q2 2025, an estimated $106K.
Silverlake Wealth Management first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2021 and held it in 14 quarters.
Silverlake Wealth Management's John Hancock Hedged Equity & Income Fund position peaked at $234K in Q4 2021.
32 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2025.

Based on Silverlake Wealth Management's 13F filing for Q2 2025, filed 25 Aug 2025.