Sowell Financial Services LLC
Position in HPI — John Hancock Preferred Income Fund
CIK 1633697
NORTH LITTLE ROCK, AR
Position in HPI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$176,689
+$5,668 QoQ
Shares Held
10,900
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 21 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HPI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. HPI ranks #48 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in HPI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,689 | 10,900 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $171,021 | 10,900 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $176,471 | 10,900 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $189,115 | 10,900 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $174,291 | 10,900 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $180,831 | 10,900 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $206,555 | 10,900 | Shares | Sole | 2024-10-04 | |
| 2023-09-30 | $231,663 | 15,900 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $244,700 | 16,067 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $257,072 | 16,067 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $258,677 | 16,117 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $257,393 | 16,067 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $281,333 | 16,067 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $329,925 | 15,900 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $341,850 | 15,900 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $343,440 | 15,900 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $328,653 | 15,900 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||