Wealth Enhancement Advisory Services
HPS

Wealth Enhancement Advisory Services’s John Hancock Preferred Income Fund III HPS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HPS Stock Details HPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$370K Sell
25,380
-1,200
-5% -$17.4K ﹤0.01% 2993
2026
Q1 		$383K Hold
26,580
– – ﹤0.01% 2548
2025
Q4 		$385K Hold
26,580
– – ﹤0.01% 2693
2025
Q3 		$415K Buy
26,580
+4,050
+18% +$59.5K ﹤0.01% 2516
2025
Q2 		$326K Buy
+22,530
New +$321K ﹤0.01% 2575

Other funds holding HPS

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's HPS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its John Hancock Preferred Income Fund III (HPS) stake by 4.5% in Q2 2026, selling an estimated $17.4K and leaving 25,380 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2993.

Wealth Enhancement Advisory Services first reported a position in HPS in Q2 2025 and has held it in 5 quarters since. The position peaked at $415K in Q3 2025. 26 funds tracked by Wall St. Rank hold HPS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 25,380 shares of John Hancock Preferred Income Fund III worth $370K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,200 John Hancock Preferred Income Fund III shares in Q2 2026, an estimated $17.4K.
  • John Hancock Preferred Income Fund III made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2993 holding.
  • Wealth Enhancement Advisory Services first reported a position in John Hancock Preferred Income Fund III in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's John Hancock Preferred Income Fund III position peaked at $415K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.