Avantax Advisory Services’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$35.4M	Sell	579,175 -12,587	-2%	-$726K	0.19%	82
2025 Q1	$33.9M	Buy	591,762 +6,588	+1%	+$396K	0.21%	81
2024 Q4	$35M	Sell	585,174 -2,523	-0.4%	-$156K	0.22%	68
2024 Q3	$35.4M	Buy	587,697 +9,894	+2%	+$566K	0.23%	64
2024 Q2	$31.8M	Buy	577,803 +11,059	+2%	+$613K	0.23%	64
2024 Q1	$32.5M	Buy	566,744 +6,275	+1%	+$337K	0.29%	45
2023 Q4	$29.5M	Buy	560,469 +23,356	+4%	+$1.13M	0.29%	42
2023 Q3	$25.4M	Buy	537,113 +12,908	+2%	+$640K	0.28%	44
2023 Q2	$26M	Sell	524,205 -18,557	-3%	-$882K	0.3%	42
2023 Q1	$26M	Sell	542,762 -12,211	-2%	-$593K	0.32%	35
2022 Q4	$25.8M	Buy	554,973 +30,618	+6%	+$1.42M	0.34%	36
2022 Q3	$22.3M	Buy	524,355 +48,656	+10%	+$2.28M	0.34%	35
2022 Q2	$21M	Buy	475,699 +15,727	+3%	+$761K	0.32%	43
2022 Q1	$24.2M	Buy	459,972 +22,669	+5%	+$1.18M	0.33%	38
2021 Q4	$24.3M	Buy	437,303 +48,495	+12%	+$2.64M	0.37%	35
2021 Q3	$20.1M	Buy	388,808 +45,275	+13%	+$2.38M	0.33%	42
2021 Q2	$17.8M	Buy	343,533 +34,747	+11%	+$1.78M	0.32%	48
2021 Q1	$15.2M	Buy	308,786 +79,997	+35%	+$3.8M	0.33%	52
2020 Q4	$10.3M	Sell	228,789 -72,955	-24%	-$3.05M	0.24%	66
2020 Q3	$11.3M	Buy	301,744 +75,593	+33%	+$2.82M	0.18%	100
2020 Q2	$7.93M	Buy	226,151 +683	+0.3%	+$22.5K	0.23%	77
2020 Q1	$6.4M	Buy	225,468 +21,228	+10%	+$765K	0.19%	85
2019 Q4	$8.01M	Buy	204,240 +35,681	+21%	+$1.35M	0.19%	79
2019 Q3	$6.21M	Buy	168,559 +44,620	+36%	+$1.63M	0.25%	51
2019 Q2	$4.52M	Buy	123,939 +28,882	+30%	+$1.03M	0.2%	63
2019 Q1	$3.34M	Buy	95,057 +40,359	+74%	+$1.37M	0.18%	73
2018 Q4	$1.67M	Buy	+54,698	New	+$1.82M	0.28%	91

Other funds holding JHMM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Avantax Advisory Services reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 2.1% in Q2 2025, selling an estimated $726K and leaving 579,175 shares worth $35.4M. The position accounts for 0.19% of the portfolio, ranked #82.

Avantax Advisory Services first reported a position in JHMM in Q4 2018 and has held it in 27 quarters since. 250 funds tracked by Wall St. Rank hold JHMM as of Q2 2025.

Avantax Advisory Services held 579,175 shares of John Hancock Multifactor Mid Cap ETF worth $35.4M as of Q2 2025.
Avantax Advisory Services sold 12,587 John Hancock Multifactor Mid Cap ETF shares in Q2 2025, an estimated $726K.
John Hancock Multifactor Mid Cap ETF made up 0.19% of Avantax Advisory Services's portfolio in Q2 2025, its #82 holding.
Avantax Advisory Services first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2018 and has held it in 27 quarters since.
250 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2025.

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