Sowell Financial Services LLC
Position in HPS — John Hancock Preferred Income Fund III
CIK 1633697
NORTH LITTLE ROCK, AR
Position in HPS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$674,612
-$10,403 QoQ
Shares Held
46,397
-3.6% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2
of 24 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HPS 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. HPS ranks #16 (1.4% 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 HPS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,612 | 46,397 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $685,015 | 48,105 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $647,196 | 44,913 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $715,350 | 46,331 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $660,366 | 46,309 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $696,840 | 46,456 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $697,918 | 46,435 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $748,413 | 47,338 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $753,693 | 48,846 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $782,479 | 55,338 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $735,562 | 55,181 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $771,012 | 55,033 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $682,240 | 46,633 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $672,914 | 46,633 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $699,028 | 46,633 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $683,906 | 36,475 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $873,436 | 46,633 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $824,742 | 42,933 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $755,900 | 41,533 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||