Smallwood Wealth Investment Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Smallwood Wealth Investment Management’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
2026 Q2	$34.3K	Buy	2,113 +37	+2%	+$594	0.02%	226
2026 Q1	$32.6K	Buy	2,076 +37	+2%	+$596	0.02%	220
2025 Q4	$33K	Sell	2,039 -981	-32%	-$16.7K	0.02%	218
2025 Q3	$52.4K	Sell	3,020 -256	-8%	-$4.17K	0.03%	174
2025 Q2	$52.4K	Buy	3,276 +65	+2%	+$1.03K	0.03%	164
2025 Q1	$53.3K	Buy	+3,211	New	+$54.7K	0.03%	157

Other funds holding HPI

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Smallwood Wealth Investment Management's HPI Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its John Hancock Preferred Income Fund (HPI) stake by 1.8% in Q2 2026, buying an estimated $594 and bringing the position to 2,113 shares worth $34.3K. The position accounts for 0.02% of the portfolio, ranked #226.

Smallwood Wealth Investment Management first reported a position in HPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $53.3K in Q1 2025. 24 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Smallwood Wealth Investment Management held 2,113 shares of John Hancock Preferred Income Fund worth $34.3K as of Q2 2026.
Smallwood Wealth Investment Management bought 37 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $594.
John Hancock Preferred Income Fund made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #226 holding.
Smallwood Wealth Investment Management first reported a position in John Hancock Preferred Income Fund in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's John Hancock Preferred Income Fund position peaked at $53.3K in Q1 2025.
24 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.