RWML
HPF

RAFFA WEALTH MANAGEMENT, LLC’s John Hancock Preferred Income Fund II HPF Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2021
Q3 		– Sell
-4,992
Closed -$108K – 1123
2021
Q2 		$108K Buy
+4,992
New +$106K 0.04% 69

Other funds holding HPF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HPF Position: Q3 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of John Hancock Preferred Income Fund II (HPF) in Q3 2021, closing a stake of 4,992 shares — an estimated $108K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HPF in Q2 2021 and held it in 1 quarter. The position peaked at $108K in Q2 2021. 47 funds tracked by Wall St. Rank hold HPF as of Q3 2021.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining John Hancock Preferred Income Fund II position as of Q3 2021 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 4,992 John Hancock Preferred Income Fund II shares in Q3 2021, an estimated $108K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in John Hancock Preferred Income Fund II in Q2 2021 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's John Hancock Preferred Income Fund II position peaked at $108K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q3 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2021, filed 27 Jul 2026.