AWE
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Avidian Wealth Enterprises’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$339K Buy
4,745
+122
+3% +$9.08K 0.01% 575
2026
Q2 		$347K Sell
4,623
-92
-2% -$6.64K 0.01% 558
2026
Q1 		$316K Buy
+4,715
New +$324K 0.01% 539

Other funds holding JHMM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Avidian Wealth Enterprises's JHMM Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 2.6% in Q3 2026, buying an estimated $9.08K and bringing the position to 4,745 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #575.

Avidian Wealth Enterprises first reported a position in JHMM in Q1 2026 and has held it in 3 quarters since. The position peaked at $347K in Q2 2026. 17 funds tracked by Wall St. Rank hold JHMM as of Q3 2026.

  • Avidian Wealth Enterprises held 4,745 shares of John Hancock Multifactor Mid Cap ETF worth $339K as of Q3 2026.
  • Avidian Wealth Enterprises bought 122 John Hancock Multifactor Mid Cap ETF shares in Q3 2026, an estimated $9.08K.
  • John Hancock Multifactor Mid Cap ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #575 holding.
  • Avidian Wealth Enterprises first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's John Hancock Multifactor Mid Cap ETF position peaked at $347K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.