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

Strategic Wealth Partners’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 Q1	$12.9K	Hold	825	–	–	﹤0.01%	824
2025 Q4	$13.4K	Hold	825	–	–	﹤0.01%	810
2025 Q3	$14.3K	Hold	825	–	–	﹤0.01%	816
2025 Q2	$13.2K	Buy	+825	New	+$13.1K	﹤0.01%	742
2019 Q4	–	Sell	-945	Closed	-$22	–	288
2019 Q3	$22	Hold	945	–	–	﹤0.01%	376
2019 Q2	$21K	Sell	945 -2,925	-76%	-$67.1K	0.01%	327
2019 Q1	$88K	Sell	3,870 -482	-11%	-$10.2K	0.04%	191
2018 Q4	$89K	Sell	4,352 -111	-2%	-$2.27K	0.04%	185
2018 Q3	$98K	Sell	4,463 -1,621	-27%	-$35.8K	0.05%	181
2018 Q2	$132K	Sell	6,084 -4,947	-45%	-$104K	0.08%	169
2018 Q1	$226K	Sell	11,031 -1,587	-13%	-$32.7K	0.12%	142
2017 Q4	$276K	Buy	+12,618	New	+$273K	0.15%	132

Other funds holding HPI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Wealth Partners's HPI Position: Q1 2026 in Review

Strategic Wealth Partners held its John Hancock Preferred Income Fund (HPI) position steady in Q1 2026 at 825 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Strategic Wealth Partners first reported a position in HPI in Q4 2017 and has held it in 12 quarters since. The position peaked at $276K in Q4 2017. 63 funds tracked by Wall St. Rank hold HPI as of Q1 2026.

Strategic Wealth Partners held 825 shares of John Hancock Preferred Income Fund worth $12.9K as of Q1 2026.
Strategic Wealth Partners left its John Hancock Preferred Income Fund share count unchanged in Q1 2026.
John Hancock Preferred Income Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #824 holding.
Strategic Wealth Partners first reported a position in John Hancock Preferred Income Fund in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's John Hancock Preferred Income Fund position peaked at $276K in Q4 2017.
63 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.