John Hancock Preferred Income Fund II is rated Hold, with valuation at a 5.43% NAV premium and limited near-term growth catalysts. HPF offers a 9.3% monthly dividend yield, supported by earnings but reliant on net realized gains, which may hinder long-term NAV growth. The fund uses aggressive leverage (38.77% of assets) and is heavily weighted toward financials and utilities, prioritizing income over capital appreciation.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 31,600 | $501,490 | $486,640 | -$14,850 | -2.96% |
Jeff Ameen Spire Wealth Management | 12,100 | $236,217.49 | $186,642.5 | -$49,574.99 | -20.99% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 24,203 | $384,101.61 | $383,859.58 | -$242.03 | -0.06% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,947 | $322,082.78 | $300,120.48 | -$21,962.3 | -6.82% |
Mariana Coli Dunhill Financial LLC | 455 | $7,220 | $7,038.85 | -$181.15 | -2.51% |