SEC 13F Intelligence

Axim Planning & Wealth / HPF

Axim Planning & Wealth’s Hancock John Pfd Income Fd I Position

Does Axim Planning & Wealth own Hancock John Pfd Income Fd I (HPF)? Yes — 272.3K shares worth $4M (+5.15% of its 13F portfolio) as of Q1 2026, down from 323.0K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
272.3K
% of Portfolio
+5.15%
Quarters Held
10
currently held

Position History HPF

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $3MQ2 ’24: $6MQ2 ’24Q3 ’24: $8MQ4 ’24: $7MQ4 ’24Q1 ’25: $6MQ2 ’25: $5MQ2 ’25Q3 ’25: $6MQ4 ’25: $5MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026272.3K$4M+5.15%
Q4 2025323.0K$5M+5.46%
Q3 2025332.8K$6M+4.43%
Q2 2025322.1K$5M+4.65%
Q1 2025333.3K$6M+4.91%
Q4 2024411.3K$7M+7.25%
Q3 2024420.0K$8M+8.82%
Q2 2024368.3K$6M+7.49%
Q1 2024167.2K$3M+2.24%
Q4 202388.0K$1M+1.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Axim Planning & Wealth’s full portfolio or all institutional holders of HPF.