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

SOA Wealth Advisors’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
2026 Q2	$26.6K	Hold	1,678	–	–	﹤0.01%	482
2026 Q1	$26.2K	Hold	1,678	–	–	﹤0.01%	460
2025 Q4	$27K	Hold	1,678	–	–	﹤0.01%	456
2025 Q3	$28.3K	Hold	1,678	–	–	﹤0.01%	460
2025 Q2	$26.5K	Hold	1,678	–	–	0.01%	456
2025 Q1	$27.9K	Hold	1,678	–	–	0.01%	415
2024 Q4	$27.8K	Hold	1,678	–	–	0.01%	403
2024 Q3	$31.3K	Hold	1,678	–	–	0.01%	388
2024 Q2	$28.5K	Hold	1,678	–	–	0.01%	383
2024 Q1	$27.7K	Hold	1,678	–	–	0.01%	393
2023 Q4	$26.5K	Hold	1,678	–	–	0.01%	381
2023 Q3	$24.3K	Hold	1,678	–	–	0.01%	387
2023 Q2	$25.3K	Hold	1,678	–	–	0.01%	394
2023 Q1	$26K	Hold	1,678	–	–	0.01%	376
2022 Q4	$26.3K	Hold	1,678	–	–	0.01%	367
2022 Q3	$27K	Hold	1,678	–	–	0.01%	339
2022 Q2	$30K	Hold	1,678	–	–	0.01%	321
2022 Q1	$31K	Hold	1,678	–	–	0.01%	386
2021 Q4	$34K	Hold	1,678	–	–	0.01%	358
2021 Q3	$36K	Hold	1,678	–	–	0.01%	358
2021 Q2	$36K	Hold	1,678	–	–	0.01%	353
2021 Q1	$34K	Hold	1,678	–	–	0.01%	317
2020 Q4	$31K	Buy	+1,678	New	+$30.6K	0.01%	322

Other funds holding HPF

JWCA

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

HWP

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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

FFA

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

SOA Wealth Advisors's HPF Position: Q2 2026 in Review

SOA Wealth Advisors held its John Hancock Preferred Income Fund II (HPF) position steady in Q2 2026 at 1,678 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

SOA Wealth Advisors first reported a position in HPF in Q4 2020 and has held it in 23 quarters since. The position peaked at $36K in Q3 2021. 11 funds tracked by Wall St. Rank hold HPF as of Q2 2026.

SOA Wealth Advisors held 1,678 shares of John Hancock Preferred Income Fund II worth $26.6K as of Q2 2026.
SOA Wealth Advisors left its John Hancock Preferred Income Fund II share count unchanged in Q2 2026.
John Hancock Preferred Income Fund II made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #482 holding.
SOA Wealth Advisors first reported a position in John Hancock Preferred Income Fund II in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's John Hancock Preferred Income Fund II position peaked at $36K in Q3 2021.
11 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.