Spire Wealth Management
Position in HPF — John Hancock Preferred Income Fund II
CIK 1858740
MCLEAN, VA
Position in HPF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$192,027
-$7,109 QoQ
Shares Held
12,100
-5.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 49 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in HPF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $27,056,715 across 112 Asset Management names. HPF ranks #24 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
115,599 | $3,199,780 | |
| 2 | BX |
Blackstone Inc.
|
23,291 | $2,740,651 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
228,623 | $2,684,034 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
59,199 | $2,381,575 | |
| 5 | ARCC |
Ares Capital Corp
|
79,181 | $1,467,223 | |
| 6 | BLK |
BlackRock, Inc.
|
1,414 | $1,359,645 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
54,621 | $1,295,063 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,743 | $985,992 |
All Filings in HPF
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,027 | 12,100 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $199,136 | 12,757 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $201,919 | 12,565 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $208,670 | 12,384 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $156,613 | 9,906 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $161,646 | 9,726 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $158,251 | 9,562 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $175,365 | 9,403 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $156,972 | 9,250 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $150,340 | 9,095 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $141,073 | 8,940 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $126,366 | 8,733 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $129,366 | 8,573 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $129,498 | 8,344 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $128,654 | 8,205 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $132,636 | 8,063 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $143,947 | 8,006 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $150,070 | 7,886 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $162,279 | 7,772 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $166,525 | 7,674 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $163,749 | 7,581 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $152,193 | 7,317 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||