B. Riley Wealth Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

B. Riley Wealth Advisors’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
2024 Q2	–	Sell	-4,442	Closed	-$210K	–	1508
2024 Q1	$210K	Buy	4,442 +20	+0.5%	+$1.07K	0.01%	1247
2023 Q4	$233K	Sell	4,422 -20	-0.5%	-$965	0.01%	1177
2023 Q3	$210K	Buy	4,442 +40	+0.9%	+$1.99K	0.01%	1247
2023 Q2	$219K	Sell	4,402 -100	-2%	-$4.75K	﹤0.01%	1304
2023 Q1	$216K	Buy	4,502 +20	+0.4%	+$972	0.01%	1258
2022 Q4	$209K	Buy	+4,482	New	+$208K	0.01%	1235
2022 Q2	–	Sell	-4,482	Closed	-$236K	–	1307
2022 Q1	$236K	Buy	4,482 +307	+7%	+$16K	0.01%	1135
2021 Q4	$233K	Buy	+4,175	New	+$228K	0.01%	1198

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors's JHMM Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2024, closing a stake of 4,442 shares — an estimated $210K sold.

B. Riley Wealth Advisors first reported a position in JHMM in Q4 2021 and held it in 8 quarters. The position peaked at $236K in Q1 2022. 218 funds tracked by Wall St. Rank hold JHMM as of Q2 2024.

B. Riley Wealth Advisors reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,442 John Hancock Multifactor Mid Cap ETF shares in Q2 2024, an estimated $210K.
B. Riley Wealth Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2021 and held it in 8 quarters.
B. Riley Wealth Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $236K in Q1 2022.
218 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.