Avantax Advisory Services’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Avantax Advisory Services’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
2025 Q2	$15.3M	Sell	208,615 -9,043	-4%	-$619K	0.08%	184
2025 Q1	$14.7M	Sell	217,658 -292	-0.1%	-$20.5K	0.09%	172
2024 Q4	$15.2M	Buy	217,950 +4,522	+2%	+$321K	0.1%	157
2024 Q3	$14.8M	Buy	213,428 +6,556	+3%	+$436K	0.1%	160
2024 Q2	$13.4M	Buy	206,872 +9,143	+5%	+$584K	0.1%	163
2024 Q1	$12.8M	Buy	197,729 +14,186	+8%	+$867K	0.11%	138
2023 Q4	$10.8M	Buy	183,543 +6,432	+4%	+$354K	0.11%	147
2023 Q3	$9.39M	Buy	177,111 +17,882	+11%	+$984K	0.11%	152
2023 Q2	$8.74M	Buy	159,229 +16,715	+12%	+$877K	0.1%	163
2023 Q1	$7.38M	Sell	142,514 -1,628	-1%	-$83.2K	0.09%	175
2022 Q4	$7.1M	Buy	144,142 +7,759	+6%	+$383K	0.09%	171
2022 Q3	$6.2M	Buy	136,383 +22,056	+19%	+$1.11M	0.1%	166
2022 Q2	$5.45M	Buy	114,327 +18,619	+19%	+$965K	0.08%	185
2022 Q1	$5.43M	Buy	95,708 +6,533	+7%	+$365K	0.07%	190
2021 Q4	$5.3M	Buy	89,175 +39,287	+79%	+$2.27M	0.08%	186
2021 Q3	$2.71M	Sell	49,888 -4,064	-8%	-$227K	0.05%	286
2021 Q2	$2.94M	Sell	53,952 -8,248	-13%	-$441K	0.05%	262
2021 Q1	$3.17M	Sell	62,200 -6,699	-10%	-$329K	0.07%	211
2020 Q4	$3.26M	Sell	68,899 -128,658	-65%	-$5.76M	0.08%	180
2020 Q3	$8.26M	Buy	197,557 +109,471	+124%	+$4.5M	0.13%	130
2020 Q2	$3.38M	Sell	88,086 -323,048	-79%	-$11.8M	0.1%	152
2020 Q1	$13.2M	Buy	411,134 +14,831	+4%	+$574K	0.39%	39
2019 Q4	$16.3M	Buy	396,303 +29,705	+8%	+$1.18M	0.38%	38
2019 Q3	$14.1M	Sell	366,598 -64,370	-15%	-$2.45M	0.57%	20
2019 Q2	$16.3M	Buy	430,968 +20,729	+5%	+$771K	0.72%	14
2019 Q1	$15M	Buy	410,239 +70,482	+21%	+$2.47M	0.8%	13
2018 Q4	$10.9M	Buy	+339,757	New	+$11.8M	1.83%	6

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

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 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

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

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

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

Avantax Advisory Services reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 4.2% in Q2 2025, selling an estimated $619K and leaving 208,615 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #184.

Avantax Advisory Services first reported a position in JHML in Q4 2018 and has held it in 27 quarters since. The position peaked at $16.3M in Q4 2019. 106 funds tracked by Wall St. Rank hold JHML as of Q2 2025.

Avantax Advisory Services held 208,615 shares of John Hancock Multifactor Large Cap ETF worth $15.3M as of Q2 2025.
Avantax Advisory Services sold 9,043 John Hancock Multifactor Large Cap ETF shares in Q2 2025, an estimated $619K.
John Hancock Multifactor Large Cap ETF made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #184 holding.
Avantax Advisory Services first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's John Hancock Multifactor Large Cap ETF position peaked at $16.3M in Q4 2019.
106 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2025.

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