Wedbush Securities
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Wedbush Securities’s John Hancock Preferred Income Fund HPI Stock Holding History

Wedbush Securities’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
2025
Q2 		– Sell
-11,883
Closed -$197K – 1176
2025
Q1 		$197K Hold
11,883
– – 0.01% 1015
2024
Q4 		$198K Hold
11,883
– – 0.01% 1037
2024
Q3 		$225K Hold
11,883
– – 0.01% 944
2024
Q2 		$199K Buy
11,883
+600
+5% +$9.9K 0.01% 1082
2024
Q1 		$188K Sell
11,283
-900
-7% -$14.5K 0.01% 1116
2023
Q4 		$192K Buy
12,183
+1,933
+19% +$28K 0.01% 976
2023
Q3 		$149K Sell
10,250
-6,000
-37% -$91K 0.01% 960
2023
Q2 		$247K Sell
16,250
-500
-3% -$7.46K 0.01% 842
2023
Q1 		$268K Sell
16,750
-350
-2% -$5.83K 0.01% 798
2022
Q4 		$274K Sell
17,100
-4,000
-19% -$63.8K 0.02% 779
2022
Q3 		$338K Buy
21,100
+1,250
+6% +$22.3K 0.02% 667
2022
Q2 		$348K Buy
19,850
+2,650
+15% +$47.6K 0.02% 683
2022
Q1 		$333K Hold
17,200
– – 0.02% 749
2021
Q4 		$357K Buy
17,200
+450
+3% +$9.6K 0.02% 789
2021
Q3 		$360K Sell
16,750
-500
-3% -$10.8K 0.02% 760
2021
Q2 		$373K Buy
17,250
+1,000
+6% +$21K 0.02% 748
2021
Q1 		$336K Buy
16,250
+500
+3% +$9.6K 0.02% 759
2020
Q4 		$310K Buy
15,750
+3,800
+32% +$72.6K 0.03% 632
2020
Q3 		$225K Buy
11,950
+200
+2% +$4.01K 0.02% 731
2020
Q2 		$230K Sell
11,750
-15,700
-57% -$284K 0.02% 715
2020
Q1 		$441K Buy
27,450
+50
+0.2% +$1.05K 0.05% 394
2019
Q4 		$625K Buy
27,400
+200
+0.7% +$4.53K 0.06% 382
2019
Q3 		$657K Buy
27,200
+11,250
+71% +$266K 0.06% 344
2019
Q2 		$370K Buy
+15,950
New +$366K 0.04% 551

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wedbush Securities's HPI Position: Q2 2025 in Review

Wedbush Securities sold out of John Hancock Preferred Income Fund (HPI) in Q2 2025, closing a stake of 11,883 shares — an estimated $197K sold.

Wedbush Securities first reported a position in HPI in Q2 2019 and held it in 24 quarters. The position peaked at $657K in Q3 2019. 64 funds tracked by Wall St. Rank hold HPI as of Q2 2025.

  • Wedbush Securities reported no remaining John Hancock Preferred Income Fund position as of Q2 2025 after selling out during the quarter.
  • Wedbush Securities sold 11,883 John Hancock Preferred Income Fund shares in Q2 2025, an estimated $197K.
  • Wedbush Securities first reported a position in John Hancock Preferred Income Fund in Q2 2019 and held it in 24 quarters.
  • Wedbush Securities's John Hancock Preferred Income Fund position peaked at $657K in Q3 2019.
  • 64 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2025.

Based on Wedbush Securities's 13F filing for Q2 2025, filed 6 Aug 2025.