ACP
JHI

Aviance Capital Partners’s John Hancock Investors Trust JHI Stock Holding History

Aviance Capital Partners’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$463K Buy
35,844
+148
+0.4% +$2.01K 0.05% 246
2025
Q4 		$488K Buy
35,696
+1,340
+4% +$18.5K 0.06% 239
2025
Q3 		$481K Buy
34,356
+1,871
+6% +$26.3K 0.06% 235
2025
Q2 		$450K Buy
32,485
+5,011
+18% +$66.5K 0.06% 238
2025
Q1 		$373K Buy
27,474
+5,236
+24% +$72.9K 0.05% 248
2024
Q4 		$304K Buy
22,238
+1,888
+9% +$26.6K 0.04% 261
2024
Q3 		$286K Sell
20,350
-4,815
-19% -$65.3K 0.04% 274
2024
Q2 		$335K Sell
25,165
-86
-0.3% -$1.15K 0.05% 245
2024
Q1 		$333K Sell
25,251
-437
-2% -$5.72K 0.05% 244
2023
Q4 		$332K Sell
25,688
-1,981
-7% -$24.5K 0.07% 199
2023
Q3 		$336K Buy
+27,669
New +$351K 0.08% 195
2016
Q3 		– Sell
-21,877
Closed -$353K – 207
2016
Q2 		$353K Buy
21,877
+5,401
+33% +$84.1K 0.13% 150
2016
Q1 		$254K Buy
+16,476
New +$237K 0.09% 165

Other funds holding JHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Aviance Capital Partners's JHI Position: Q1 2026 in Review

Aviance Capital Partners increased its John Hancock Investors Trust (JHI) stake by 0.41% in Q1 2026, buying an estimated $2.01K and bringing the position to 35,844 shares worth $463K. The position accounts for 0.05% of the portfolio, ranked #246.

Aviance Capital Partners first reported a position in JHI in Q1 2016 and has held it in 13 quarters since. The position peaked at $488K in Q4 2025. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • Aviance Capital Partners held 35,844 shares of John Hancock Investors Trust worth $463K as of Q1 2026.
  • Aviance Capital Partners bought 148 John Hancock Investors Trust shares in Q1 2026, an estimated $2.01K.
  • John Hancock Investors Trust made up 0.05% of Aviance Capital Partners's portfolio in Q1 2026, its #246 holding.
  • Aviance Capital Partners first reported a position in John Hancock Investors Trust in Q1 2016 and has held it in 13 quarters since.
  • Aviance Capital Partners's John Hancock Investors Trust position peaked at $488K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.