Avidian Wealth Enterprises’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Avidian Wealth Enterprises’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 Q3	–	Sell	-3,455	Closed	-$253K	–	596
2025 Q2	$253K	Sell	3,455 -1,470	-30%	-$101K	0.01%	470
2025 Q1	$332K	Hold	4,925	–	–	0.01%	391
2024 Q4	$343K	Sell	4,925 -1,207	-20%	-$85.7K	0.02%	374
2024 Q3	$426K	Hold	6,132	–	–	0.02%	325
2024 Q2	$399K	Hold	6,132	–	–	0.02%	332
2024 Q1	$397K	Sell	6,132 -329	-5%	-$20.1K	0.02%	304
2023 Q4	$380K	Hold	6,461	–	–	0.02%	304
2023 Q3	$343K	Buy	6,461 +1	+0%	+$55	0.02%	307
2023 Q2	$355K	Buy	6,460 +330	+5%	+$17.3K	0.02%	319
2023 Q1	$317K	Hold	6,130	–	–	0.02%	372
2022 Q4	$302K	Hold	6,130	–	–	0.02%	358
2022 Q3	$278K	Sell	6,130 -1,089	-15%	-$54.6K	0.02%	334
2022 Q2	$344K	Sell	7,219 -575	-7%	-$29.8K	0.02%	327
2022 Q1	$442K	Sell	7,794 -98	-1%	-$5.47K	0.03%	325
2021 Q4	$469K	Buy	+7,892	New	+$456K	0.03%	316

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

Avidian Wealth Enterprises's JHML Position: Q3 2025 in Review

Avidian Wealth Enterprises sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2025, closing a stake of 3,455 shares — an estimated $253K sold.

Avidian Wealth Enterprises first reported a position in JHML in Q4 2021 and held it in 15 quarters. The position peaked at $469K in Q4 2021. 105 funds tracked by Wall St. Rank hold JHML as of Q3 2025.

Avidian Wealth Enterprises reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2025 after selling out during the quarter.
Avidian Wealth Enterprises sold 3,455 John Hancock Multifactor Large Cap ETF shares in Q3 2025, an estimated $253K.
Avidian Wealth Enterprises first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2021 and held it in 15 quarters.
Avidian Wealth Enterprises's John Hancock Multifactor Large Cap ETF position peaked at $469K in Q4 2021.
105 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2025, filed 30 Oct 2025.