Aspire Wealth Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Aspire Wealth Management’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$481K	Sell	6,929 -1	-0%	-$67	0.26%	65
2024 Q2	$451K	Sell	6,930 -184	-3%	-$11.7K	0.26%	62
2024 Q1	$461K	Sell	7,114 -204	-3%	-$12.5K	0.28%	59
2023 Q4	$430K	Hold	7,318	–	–	0.29%	58
2023 Q3	$388K	Sell	7,318 -565	-7%	-$31.1K	0.3%	57
2023 Q2	$433K	Hold	7,883	–	–	0.33%	56
2023 Q1	$408K	Buy	7,883 +49	+0.6%	+$2.5K	0.33%	58
2022 Q4	$386K	Hold	7,834	–	–	0.34%	51
2022 Q3	$356K	Buy	7,834 +33	+0.4%	+$1.66K	0.34%	53
2022 Q2	$372K	Sell	7,801 -10	-0.1%	-$519	0.34%	55
2022 Q1	$443K	Sell	7,811 -6,361	-45%	-$355K	0.35%	50
2021 Q4	$843K	Buy	+14,172	New	+$819K	0.68%	39

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Aspire Wealth Management's JHML Position: Q3 2024 in Review

Aspire Wealth Management reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 0.01% in Q3 2024, selling an estimated $67 and leaving 6,929 shares worth $481K. The position accounts for 0.26% of the portfolio, ranked #65.

Aspire Wealth Management first reported a position in JHML in Q4 2021 and has held it in 12 quarters since. The position peaked at $843K in Q4 2021. 100 funds tracked by Wall St. Rank hold JHML as of Q3 2024.

Aspire Wealth Management held 6,929 shares of John Hancock Multifactor Large Cap ETF worth $481K as of Q3 2024.
Aspire Wealth Management sold 1 John Hancock Multifactor Large Cap ETF share in Q3 2024, an estimated $67.
John Hancock Multifactor Large Cap ETF made up 0.26% of Aspire Wealth Management's portfolio in Q3 2024, its #65 holding.
Aspire Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $843K in Q4 2021.
100 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.