Avantax Planning Partners’s John Hancock Multifactor Financials ETF JHMF Stock Holding History

Avantax Planning Partners’s Portfolio JHMF Stock Details JHMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-10,345	Closed	-$290K	–	297
2020 Q1	$290K	Hold	10,345	–	–	0.02%	207
2019 Q4	$426K	Sell	10,345 -919	-8%	-$36.6K	0.03%	195
2019 Q3	$433K	Sell	11,264 -3,471	-24%	-$132K	0.03%	185
2019 Q2	$566K	Sell	14,735 -24,667	-63%	-$915K	0.04%	156
2019 Q1	$1.39M	Buy	39,402 +14,855	+61%	+$515K	0.1%	84
2018 Q4	$769K	Sell	24,547 -120	-0.5%	-$4.14K	0.06%	112
2018 Q3	$918K	Sell	24,667 -17,493	-41%	-$657K	0.07%	86
2018 Q2	$1.53M	Sell	42,160 -1,026	-2%	-$38.2K	0.14%	58
2018 Q1	$1.6M	Sell	43,186 -1,447	-3%	-$55.1K	0.14%	63
2017 Q4	$1.64M	Sell	44,633 -13,450	-23%	-$479K	0.15%	56
2017 Q3	$2M	Sell	58,083 -152	-0.3%	-$5.04K	0.16%	65
2017 Q2	$1.91M	Sell	58,235 -2,798	-5%	-$88.7K	0.16%	64
2017 Q1	$1.93M	Buy	+61,033	New	+$1.93M	0.17%	54

Other funds holding JHMF

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

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

RHP

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Planning Partners's JHMF Position: Q2 2020 in Review

Avantax Planning Partners sold out of John Hancock Multifactor Financials ETF (JHMF) in Q2 2020, closing a stake of 10,345 shares — an estimated $290K sold.

Avantax Planning Partners first reported a position in JHMF in Q1 2017 and held it in 13 quarters. The position peaked at $2M in Q3 2017. 17 funds tracked by Wall St. Rank hold JHMF as of Q2 2020.

Avantax Planning Partners reported no remaining John Hancock Multifactor Financials ETF position as of Q2 2020 after selling out during the quarter.
Avantax Planning Partners sold 10,345 John Hancock Multifactor Financials ETF shares in Q2 2020, an estimated $290K.
Avantax Planning Partners first reported a position in John Hancock Multifactor Financials ETF in Q1 2017 and held it in 13 quarters.
Avantax Planning Partners's John Hancock Multifactor Financials ETF position peaked at $2M in Q3 2017.
17 funds tracked by Wall St. Rank held John Hancock Multifactor Financials ETF as of Q2 2020.

Based on Avantax Planning Partners's 13F filing for Q2 2020, filed 15 Jul 2020.