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John Hancock Preferred Income Fund shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of John Hancock Preferred Income Fund (HPI) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in John Hancock Preferred Income Fund

Tip: Access up to 7 years of quarterly data

All positions including John Hancock Preferred Income Fund held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in John Hancock Preferred Income Fund by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $52k 3.0k 17.36
2025-06-30 $52k 3.3k 15.99
2025-03-31 $53k 3.2k 16.59

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
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Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding John Hancock Preferred Income Fund

UBS Group
Commonwealth Equity Services
Royal Bank of Canada
Morgan Stanley
Invesco
LPL Financial
Guggenheim Capital, LLC Managers
Cohen & Steers Capital Management
TSP Capital Management Group
Raymond James Financial
J.w. Cole Advisors
Advisory Resource Group
Kestra Advisory Services
Fiera Capital Corporation
Mariner Wealth Advisors

View all funds holding John Hancock Preferred Income Fund