AAM
JHI

Advisors Asset Management’s John Hancock Investors Trust JHI Stock Holding History

Advisors Asset Management’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.63M Buy
203,815
+131,431
+182% +$1.79M 0.04% 519
2025
Q4 		$989K Buy
+72,384
New +$999K 0.02% 795

Other funds holding JHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisors Asset Management's JHI Position: Q1 2026 in Review

Advisors Asset Management increased its John Hancock Investors Trust (JHI) stake by 182% in Q1 2026, buying an estimated $1.79M and bringing the position to 203,815 shares worth $2.63M. The position accounts for 0.04% of the portfolio, ranked #519.

Advisors Asset Management first reported a position in JHI in Q4 2025 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • Advisors Asset Management held 203,815 shares of John Hancock Investors Trust worth $2.63M as of Q1 2026.
  • Advisors Asset Management bought 131,431 John Hancock Investors Trust shares in Q1 2026, an estimated $1.79M.
  • John Hancock Investors Trust made up 0.04% of Advisors Asset Management's portfolio in Q1 2026, its #519 holding.
  • Advisors Asset Management first reported a position in John Hancock Investors Trust in Q4 2025 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.