Wealthcare Advisory Partners’s John Hancock Preferred Income Fund II HPF Stock Holding History

Wealthcare Advisory 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
2024 Q1	–	Sell	-10,340	Closed	-$163K	–	821
2023 Q4	$163K	Hold	10,340	–	–	0.01%	725
2023 Q3	$150K	Buy	+10,340	New	+$156K	0.01%	672
2021 Q2	–	Sell	-2,790	Closed	-$58K	–	1125
2021 Q1	$58K	Buy	+2,790	New	+$52.9K	﹤0.01%	832
2020 Q2	–	Sell	-5,065	Closed	-$78K	–	789
2020 Q1	$78K	Buy	+5,065	New	+$102K	0.01%	418

Other funds holding HPF

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Wealthcare Advisory Partners's HPF Position: Q1 2024 in Review

Wealthcare Advisory Partners sold out of John Hancock Preferred Income Fund II (HPF) in Q1 2024, closing a stake of 10,340 shares — an estimated $163K sold.

Wealthcare Advisory Partners first reported a position in HPF in Q1 2020 and held it in 4 quarters. The position peaked at $163K in Q4 2023. 43 funds tracked by Wall St. Rank hold HPF as of Q1 2024.

Wealthcare Advisory Partners reported no remaining John Hancock Preferred Income Fund II position as of Q1 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 10,340 John Hancock Preferred Income Fund II shares in Q1 2024, an estimated $163K.
Wealthcare Advisory Partners first reported a position in John Hancock Preferred Income Fund II in Q1 2020 and held it in 4 quarters.
Wealthcare Advisory Partners's John Hancock Preferred Income Fund II position peaked at $163K in Q4 2023.
43 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q1 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.