SW
HPF

Simplicity Wealth’s John Hancock Preferred Income Fund II HPF Stock Holding History

Simplicity Wealth’s Portfolio HPF Stock Details HPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,814
Closed -$285K – 798
2024
Q2 		$285K Buy
+16,814
New +$283K 0.01% 969

Other funds holding HPF

APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Simplicity Wealth's HPF Position: Q3 2024 in Review

Simplicity Wealth sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2024, closing a stake of 16,814 shares — an estimated $285K sold.

Simplicity Wealth first reported a position in HPF in Q2 2024 and held it in 1 quarter. The position peaked at $285K in Q2 2024. 47 funds tracked by Wall St. Rank hold HPF as of Q3 2024.

  • Simplicity Wealth reported no remaining John Hancock Preferred Income Fund II position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 16,814 John Hancock Preferred Income Fund II shares in Q3 2024, an estimated $285K.
  • Simplicity Wealth first reported a position in John Hancock Preferred Income Fund II in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's John Hancock Preferred Income Fund II position peaked at $285K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.