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 Q2	–	Sell	-825	Closed	-$12.9K	–	1509
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 $786B AUM 40.34% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JWCA

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

Strategic Wealth Partners's HPI Position: Q2 2026 in Review

Strategic Wealth Partners sold out of John Hancock Preferred Income Fund (HPI) in Q2 2026, closing a stake of 825 shares — an estimated $12.9K sold.

Strategic Wealth Partners first reported a position in HPI in Q4 2017 and held it in 12 quarters. The position peaked at $276K in Q4 2017. 65 funds tracked by Wall St. Rank hold HPI as of Q2 2026.

Strategic Wealth Partners reported no remaining John Hancock Preferred Income Fund position as of Q2 2026 after selling out during the quarter.
Strategic Wealth Partners sold 825 John Hancock Preferred Income Fund shares in Q2 2026, an estimated $12.9K.
Strategic Wealth Partners first reported a position in John Hancock Preferred Income Fund in Q4 2017 and held it in 12 quarters.
Strategic Wealth Partners's John Hancock Preferred Income Fund position peaked at $276K in Q4 2017.
65 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.