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

Spire Wealth Management’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	$192K	Sell	12,100 -657	-5%	-$10.4K	0.01%	801
2026 Q1	$199K	Buy	12,757 +192	+2%	+$3.07K	0.01%	773
2025 Q4	$202K	Buy	12,565 +181	+1%	+$2.98K	0.01%	787
2025 Q3	$209K	Buy	12,384 +2,478	+25%	+$40.2K	0.01%	774
2025 Q2	$157K	Buy	9,906 +180	+2%	+$2.84K	0.01%	827
2025 Q1	$162K	Buy	9,726 +164	+2%	+$2.76K	0.01%	872
2024 Q4	$158K	Buy	9,562 +159	+2%	+$2.8K	﹤0.01%	890
2024 Q3	$175K	Buy	9,403 +153	+2%	+$2.61K	0.01%	769
2024 Q2	$157K	Buy	9,250 +155	+2%	+$2.6K	0.01%	776
2024 Q1	$150K	Buy	9,095 +155	+2%	+$2.52K	﹤0.01%	871
2023 Q4	$142K	Buy	8,940 +207	+2%	+$3.02K	﹤0.01%	881
2023 Q3	$126K	Buy	8,733 +160	+2%	+$2.42K	﹤0.01%	856
2023 Q2	$129K	Buy	8,573 +229	+3%	+$3.43K	﹤0.01%	883
2023 Q1	$130K	Buy	8,344 +139	+2%	+$2.29K	0.01%	879
2022 Q4	$129K	Buy	8,205 +142	+2%	+$2.25K	0.01%	659
2022 Q3	$133K	Buy	8,063 +57	+0.7%	+$1.02K	0.01%	622
2022 Q2	$144K	Buy	8,006 +120	+2%	+$2.17K	0.01%	885
2022 Q1	$150K	Buy	7,886 +114	+1%	+$2.18K	﹤0.01%	1012
2021 Q4	$162K	Buy	7,772 +98	+1%	+$2.1K	﹤0.01%	1185
2021 Q3	$167K	Buy	7,674 +93	+1%	+$2.05K	﹤0.01%	991
2021 Q2	$164K	Buy	7,581 +264	+4%	+$5.59K	﹤0.01%	1001
2021 Q1	$152K	Buy	+7,317	New	+$139K	﹤0.01%	1186

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

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 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

Spire Wealth Management's HPF Position: Q2 2026 in Review

Spire Wealth Management reduced its John Hancock Preferred Income Fund II (HPF) stake by 5.2% in Q2 2026, selling an estimated $10.4K and leaving 12,100 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #801.

Spire Wealth Management first reported a position in HPF in Q1 2021 and has held it in 22 quarters since. The position peaked at $209K in Q3 2025. 11 funds tracked by Wall St. Rank hold HPF as of Q2 2026.

Spire Wealth Management held 12,100 shares of John Hancock Preferred Income Fund II worth $192K as of Q2 2026.
Spire Wealth Management sold 657 John Hancock Preferred Income Fund II shares in Q2 2026, an estimated $10.4K.
John Hancock Preferred Income Fund II made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #801 holding.
Spire Wealth Management first reported a position in John Hancock Preferred Income Fund II in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's John Hancock Preferred Income Fund II position peaked at $209K in Q3 2025.
11 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.