HEQ β€” JOHN HANCOCK HEDGED EQUITY &

Ownership history in Kovack Advisors, Inc.  Β·  7 quarters on record

AI Ownership Summary

Kovack Advisors, Inc. reported JOHN HANCOCK HEDGED EQUITY & (HEQ) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q4. The latest visible filing shows HEQ at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HEQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kovack Advisors, Inc.'s position in JOHN HANCOCK HEDGED EQUITY &, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HEQ was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kovack Advisors, Inc. held HEQ β€” position size vs. price
% of Fund (quarterly)    HEQ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 53,236 +30,176 +130.9% 0.04% $543K 2026-02-14 (Est.) $11.16
2025 Q3 ADDED 23,060 +4,165 +22.0% 0.02% $246K 2025-11-10 $10.25
2025 Q2 ADDED 18,895 +1,908 +11.2% 0.02% $200K 2025-08-04 $9.76
2025 Q1 ADDED 16,987 +2,128 +14.3% 0.02% $177K 2025-05-06 $9.40
2024 Q4 ADDED 14,859 +1,632 +12.3% 0.01% $152K 2025-02-05 $9.35
2024 Q3 ADDED 13,227 +2,471 +23.0% 0.02% $145K 2024-11-05 $9.34
2024 Q2 INITIATED 10,756 β€” β€” 0.01% $112K 2024-08-05 $8.72

🏒 Other funds also holding HEQ

As of 2026 Q1 β€” sorted by position size

HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About Kovack Advisors, Inc. and HEQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kovack Advisors, Inc. reported owning HEQ?

Kovack Advisors, Inc. reported HEQ across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported HEQ position in Kovack Advisors, Inc.'s portfolio?

The largest reported portfolio weight for HEQ was 0.04% in 2025 Q4.

What is the latest reported HEQ position on this page?

The most recent filing on this page is 2025 Q4, when Kovack Advisors, Inc. reported 53,236 shares, equal to 0.04% of portfolio, with an estimated market value of $543K.

What does the chart on this HEQ ownership page compare?

The chart compares Kovack Advisors, Inc.'s quarterly HEQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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