Avantax Advisory Services’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$642K	Buy	16,448 +547	+3%	+$20.2K	﹤0.01%	1440
2025 Q1	$593K	Buy	15,901 +2,634	+20%	+$104K	﹤0.01%	1400
2024 Q4	$527K	Buy	13,267 +833	+7%	+$34.3K	﹤0.01%	1406
2024 Q3	$499K	Buy	12,434 +62	+0.5%	+$2.39K	﹤0.01%	1410
2024 Q2	$458K	Buy	12,372 +1,466	+13%	+$54.4K	﹤0.01%	1419
2024 Q1	$420K	Buy	10,906 +344	+3%	+$12.5K	﹤0.01%	1131
2023 Q4	$386K	Buy	10,562 +1,354	+15%	+$44.6K	﹤0.01%	1105
2023 Q3	$296K	Sell	9,208 -90	-1%	-$3.02K	﹤0.01%	1207
2023 Q2	$311K	Sell	9,298 -743	-7%	-$23.6K	﹤0.01%	1166
2023 Q1	$320K	Sell	10,041 -14,086	-58%	-$456K	﹤0.01%	1115
2022 Q4	$738K	Sell	24,127 -3,014	-11%	-$93K	0.01%	723
2022 Q3	$762K	Sell	27,141 -5,002	-16%	-$154K	0.01%	640
2022 Q2	$939K	Buy	32,143 +973	+3%	+$30.8K	0.01%	565
2022 Q1	$1.07M	Sell	31,170 -2,775	-8%	-$94.3K	0.01%	524
2021 Q4	$1.23M	Buy	33,945 +678	+2%	+$24.5K	0.02%	466
2021 Q3	$1.15M	Sell	33,267 -6,021	-15%	-$209K	0.02%	446
2021 Q2	$1.37M	Sell	39,288 -12,153	-24%	-$425K	0.02%	412
2021 Q1	$1.74M	Sell	51,441 -7,588	-13%	-$252K	0.04%	315
2020 Q4	$1.81M	Sell	59,029 -58,671	-50%	-$1.64M	0.04%	285
2020 Q3	$2.87M	Buy	117,700 +39,310	+50%	+$968K	0.05%	291
2020 Q2	$1.85M	Sell	78,390 -283,715	-78%	-$6.22M	0.05%	228
2020 Q1	$6.89M	Buy	362,105 +30,892	+9%	+$778K	0.21%	79
2019 Q4	$9.21M	Buy	331,213 +26,244	+9%	+$708K	0.21%	71
2019 Q3	$7.98M	Buy	304,969 +39,055	+15%	+$1.02M	0.32%	43
2019 Q2	$7.01M	Buy	265,914 +14,128	+6%	+$370K	0.31%	44
2019 Q1	$6.52M	Buy	251,786 +49,885	+25%	+$1.26M	0.35%	32
2018 Q4	$4.56M	Buy	+201,901	New	+$5.08M	0.77%	30

Other funds holding JHSC

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

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

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PAG

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

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

SIM

Sims Investment Management Cincinnati, Ohio $272M AUM 16.2% 1-Year Est. Return

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

Avantax Advisory Services increased its John Hancock Multifactor Small Cap ETF (JHSC) stake by 3.4% in Q2 2025, buying an estimated $20.2K and bringing the position to 16,448 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Avantax Advisory Services first reported a position in JHSC in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.21M in Q4 2019. 68 funds tracked by Wall St. Rank hold JHSC as of Q2 2025.

Avantax Advisory Services held 16,448 shares of John Hancock Multifactor Small Cap ETF worth $642K as of Q2 2025.
Avantax Advisory Services bought 547 John Hancock Multifactor Small Cap ETF shares in Q2 2025, an estimated $20.2K.
John Hancock Multifactor Small Cap ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1440 holding.
Avantax Advisory Services first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's John Hancock Multifactor Small Cap ETF position peaked at $9.21M in Q4 2019.
68 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q2 2025.

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