Sowell Financial Services’s John Hancock Preferred Income Fund II HPF Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-44,238	Closed	-$766K	–	542
2024 Q3	$766K	Buy	+44,238	New	+$756K	0.04%	388
2022 Q3	–	Sell	-54,509	Closed	-$877K	–	432
2022 Q2	$877K	Buy	+54,509	New	+$986K	0.08%	176
2021 Q2	–	Sell	-6,325	Closed	-$134K	–	1482
2021 Q1	$134K	Buy	6,325 +2,061	+48%	+$39.1K	﹤0.01%	1244
2020 Q4	$81K	Buy	4,264 +8	+0.2%	+$146	﹤0.01%	1229
2020 Q3	$76K	Buy	4,256 +5	+0.1%	+$91	﹤0.01%	1074
2020 Q2	$77K	Sell	4,251 -4,154	-49%	-$70.9K	﹤0.01%	1045
2020 Q1	$129K	Buy	8,405 +297	+4%	+$5.99K	0.01%	773
2019 Q4	$181K	Sell	8,108 -152	-2%	-$3.35K	0.01%	745
2019 Q3	$193K	Buy	+8,260	New	+$191K	0.02%	655
2017 Q1	–	Sell	-2,500	Closed	-$53K	–	394
2016 Q4	$53K	Buy	+2,500	New	+$51.3K	0.02%	335

Other funds holding HPF

APW

Axim Planning & Wealth Springboro, Ohio $71.5M AUM 22.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's HPF Position: Q4 2024 in Review

Sowell Financial Services sold out of John Hancock Preferred Income Fund II (HPF) in Q4 2024, closing a stake of 44,238 shares — an estimated $766K sold.

Sowell Financial Services first reported a position in HPF in Q4 2016 and held it in 10 quarters. The position peaked at $877K in Q2 2022. 46 funds tracked by Wall St. Rank hold HPF as of Q4 2024.

Sowell Financial Services reported no remaining John Hancock Preferred Income Fund II position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 44,238 John Hancock Preferred Income Fund II shares in Q4 2024, an estimated $766K.
Sowell Financial Services first reported a position in John Hancock Preferred Income Fund II in Q4 2016 and held it in 10 quarters.
Sowell Financial Services's John Hancock Preferred Income Fund II position peaked at $877K in Q2 2022.
46 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.