Atria Investments’s John Hancock Preferred Income ETF JHPI Stock Holding History

Atria Investments’s Portfolio JHPI Stock Details JHPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-44,643	Closed	-$1.01M	–	2097
2025 Q2	$1.01M	Sell	44,643 -70,363	-61%	-$1.57M	0.01%	1035
2025 Q1	$2.58M	Buy	115,006 +18,822	+20%	+$427K	0.03%	607
2024 Q4	$2.17M	Buy	96,184 +4,676	+5%	+$108K	0.03%	646
2024 Q3	$2.13M	Buy	91,508 +3,417	+4%	+$77.8K	0.03%	646
2024 Q2	$1.97M	Buy	88,091 +4,179	+5%	+$93.1K	0.03%	649
2024 Q1	$1.89M	Sell	83,912 -2,049	-2%	-$45.3K	0.03%	676
2023 Q4	$1.87M	Buy	85,961 +1,361	+2%	+$28.3K	0.03%	625
2023 Q3	$1.75M	Sell	84,600 -445	-0.5%	-$9.38K	0.03%	616
2023 Q2	$1.78M	Buy	+85,045	New	+$1.79M	0.03%	598

Other funds holding JHPI

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Atria Investments's JHPI Position: Q3 2025 in Review

Atria Investments sold out of John Hancock Preferred Income ETF (JHPI) in Q3 2025, closing a stake of 44,643 shares — an estimated $1.01M sold.

Atria Investments first reported a position in JHPI in Q2 2023 and held it in 9 quarters. The position peaked at $2.58M in Q1 2025. 39 funds tracked by Wall St. Rank hold JHPI as of Q3 2025.

Atria Investments reported no remaining John Hancock Preferred Income ETF position as of Q3 2025 after selling out during the quarter.
Atria Investments sold 44,643 John Hancock Preferred Income ETF shares in Q3 2025, an estimated $1.01M.
Atria Investments first reported a position in John Hancock Preferred Income ETF in Q2 2023 and held it in 9 quarters.
Atria Investments's John Hancock Preferred Income ETF position peaked at $2.58M in Q1 2025.
39 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.