SAX WEALTH ADVISORS, LLC
Position in HEQ — John Hancock Diversified Income Fund
CIK 1846150
PARSIPPANY, NJ
Position in HEQ
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$368,729
+$3,735 QoQ
Shares Held
33,953
0.0% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#19
of 33 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HEQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SAX WEALTH ADVISORS, LLC holds $10,481,896 across 24 Asset Management names. HEQ ranks #11 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXJ |
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND
|
128,142 | $1,576,146 | |
| 2 | BX |
Blackstone Inc.
|
9,156 | $1,052,848 | |
| 3 | BOE |
BlackRock Enhanced Global Dividend Trust
|
85,274 | $934,603 | |
| 4 | VVR |
Invesco Senior Income Trust
|
281,274 | $905,702 | |
| 5 | XFLT |
XAI Floating Rate & Alternative Income Trust
|
35,405 | $608,257 | |
| 6 | AWF |
Alliancebernstein Global High Income Fund Inc
|
49,230 | $500,669 | |
| 7 | BLK |
BlackRock, Inc.
|
510 | $490,472 | |
| 8 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
36,035 | $454,401 |
All Filings in HEQ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,729 | 33,953 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $364,994 | 33,953 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||