Avantax Advisory Services’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Avantax Advisory Services’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$288K	Sell	12,295 -303	-2%	-$6.86K	﹤0.01%	1940
2025 Q1	$301K	Buy	12,598 +213	+2%	+$4.89K	﹤0.01%	1823
2024 Q4	$273K	Buy	12,385 +213	+2%	+$4.89K	﹤0.01%	1846
2024 Q3	$283K	Buy	12,172 +719	+6%	+$15.4K	﹤0.01%	1801
2024 Q2	$231K	Buy	+11,453	New	+$228K	﹤0.01%	1873
2023 Q4	–	Sell	-10,558	Closed	-$188K	–	1619
2023 Q3	$188K	Sell	10,558 -1,442	-12%	-$28.4K	﹤0.01%	1439
2023 Q2	$245K	Hold	12,000	–	–	﹤0.01%	1290
2023 Q1	$256K	Buy	12,000 +1,055	+10%	+$24.3K	﹤0.01%	1242
2022 Q4	$250K	Sell	10,945 -400	-4%	-$8.95K	﹤0.01%	1198
2022 Q3	$238K	Hold	11,345	–	–	﹤0.01%	1123
2022 Q2	$260K	Sell	11,345 -1	-0%	-$24	﹤0.01%	1077
2022 Q1	$290K	Hold	11,346	–	–	﹤0.01%	1017
2021 Q4	$297K	Sell	11,346 -190	-2%	-$4.65K	﹤0.01%	981
2021 Q3	$264K	Buy	11,536 +190	+2%	+$4.69K	﹤0.01%	980
2021 Q2	$282K	Sell	11,346 -1,000	-8%	-$24.4K	0.01%	931
2021 Q1	$289K	Sell	12,346 -860	-7%	-$18.5K	0.01%	823
2020 Q4	$277K	Sell	13,206 -23,478	-64%	-$480K	0.01%	757
2020 Q3	$702K	Buy	36,684 +23,878	+186%	+$462K	0.01%	671
2020 Q2	$246K	Sell	12,806 -2,705	-17%	-$51.1K	0.01%	712
2020 Q1	$274K	Hold	15,511	–	–	0.01%	610
2019 Q4	$424K	Buy	15,511 +3,114	+25%	+$84.8K	0.01%	522
2019 Q3	$352K	Buy	+12,397	New	+$323K	0.01%	394

Other funds holding HTD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Avantax Advisory Services's HTD Position: Q2 2025 in Review

Avantax Advisory Services reduced its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 2.4% in Q2 2025, selling an estimated $6.86K and leaving 12,295 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Avantax Advisory Services first reported a position in HTD in Q3 2019 and has held it in 22 quarters since. The position peaked at $702K in Q3 2020. 95 funds tracked by Wall St. Rank hold HTD as of Q2 2025.

Avantax Advisory Services held 12,295 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $288K as of Q2 2025.
Avantax Advisory Services sold 303 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2025, an estimated $6.86K.
John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1940 holding.
Avantax Advisory Services first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2019 and has held it in 22 quarters since.
Avantax Advisory Services's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $702K in Q3 2020.
95 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.