Avantax Advisory Services’s John Hancock Multifactor Healthcare ETF JHMH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-9,063	Closed	-$343K	–	1404
2020 Q2	$343K	Buy	9,063 +7	+0.1%	+$258	0.01%	592
2020 Q1	$295K	Hold	9,056	–	–	0.01%	581
2019 Q4	$339K	Buy	9,056 +54	+0.6%	+$1.9K	0.01%	596
2019 Q3	$297K	Sell	9,002 -175	-2%	-$5.89K	0.01%	433
2019 Q2	$314K	Buy	9,177 +187	+2%	+$6.26K	0.01%	385
2019 Q1	$308K	Hold	8,990	–	–	0.02%	351
2018 Q4	$285K	Buy	+8,990	New	+$303K	0.05%	307

Other funds holding JHMH

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Avantax Advisory Services's JHMH Position: Q3 2020 in Review

Avantax Advisory Services sold out of John Hancock Multifactor Healthcare ETF (JHMH) in Q3 2020, closing a stake of 9,063 shares — an estimated $343K sold.

Avantax Advisory Services first reported a position in JHMH in Q4 2018 and held it in 7 quarters. The position peaked at $343K in Q2 2020. 18 funds tracked by Wall St. Rank hold JHMH as of Q3 2020.

Avantax Advisory Services reported no remaining John Hancock Multifactor Healthcare ETF position as of Q3 2020 after selling out during the quarter.
Avantax Advisory Services sold 9,063 John Hancock Multifactor Healthcare ETF shares in Q3 2020, an estimated $343K.
Avantax Advisory Services first reported a position in John Hancock Multifactor Healthcare ETF in Q4 2018 and held it in 7 quarters.
Avantax Advisory Services's John Hancock Multifactor Healthcare ETF position peaked at $343K in Q2 2020.
18 funds tracked by Wall St. Rank held John Hancock Multifactor Healthcare ETF as of Q3 2020.

Based on Avantax Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.