SWP
HPF

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

Strategic Wealth Partners’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
2025
Q3 		– Sell
-1,000
Closed -$15.8K – 1349
2025
Q2 		$15.8K Buy
+1,000
New +$15.8K ﹤0.01% 702

Other funds holding HPF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Partners's HPF Position: Q3 2025 in Review

Strategic Wealth Partners sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2025, closing a stake of 1,000 shares — an estimated $15.8K sold.

Strategic Wealth Partners first reported a position in HPF in Q2 2025 and held it in 1 quarter. The position peaked at $15.8K in Q2 2025. 47 funds tracked by Wall St. Rank hold HPF as of Q3 2025.

  • Strategic Wealth Partners reported no remaining John Hancock Preferred Income Fund II position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,000 John Hancock Preferred Income Fund II shares in Q3 2025, an estimated $15.8K.
  • Strategic Wealth Partners first reported a position in John Hancock Preferred Income Fund II in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's John Hancock Preferred Income Fund II position peaked at $15.8K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.