Arete Wealth Advisors
JDVL icon

Arete Wealth Advisors’s John Hancock Disciplined Value Select ETF JDVL Stock Holding History

Arete Wealth Advisors’s Portfolio JDVL Stock Details JDVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.57M Buy
+113,857
New +$3.63M 0.23% 109

Other funds holding JDVL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
NFL
Nova Financial LLC Tucson, Arizona $238M AUM
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM

Arete Wealth Advisors's JDVL Position: Q3 2026 in Review

Arete Wealth Advisors opened a new position in John Hancock Disciplined Value Select ETF (JDVL) in Q3 2026: 113,857 shares worth $3.57M. The stake represents 0.23% of the portfolio and ranks #109 among its holdings.

9 funds tracked by Wall St. Rank hold JDVL as of Q3 2026.

  • Arete Wealth Advisors held 113,857 shares of John Hancock Disciplined Value Select ETF worth $3.57M as of Q3 2026.
  • John Hancock Disciplined Value Select ETF was a new Arete Wealth Advisors position in Q3 2026.
  • John Hancock Disciplined Value Select ETF made up 0.23% of Arete Wealth Advisors's portfolio in Q3 2026, its #109 holding.
  • 9 funds tracked by Wall St. Rank held John Hancock Disciplined Value Select ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.