Beacon Financial Advisory’s John Hancock Preferred Income ETF JHPI Stock Holding History

Beacon Financial Advisory’s Portfolio JHPI Stock Details JHPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$879K	Buy	38,712 +556	+1%	+$12.7K	0.17%	158
2026 Q1	$862K	Buy	38,156 +323	+0.9%	+$7.44K	0.19%	143
2025 Q4	$864K	Buy	37,833 +741	+2%	+$17.1K	0.2%	136
2025 Q3	$859K	Buy	37,092 +446	+1%	+$10.2K	0.2%	142
2025 Q2	$826K	Buy	36,646 +525	+1%	+$11.7K	0.21%	133
2025 Q1	$809K	Buy	36,121 +358	+1%	+$8.12K	0.25%	112
2024 Q4	$806K	Buy	35,763 +919	+3%	+$21.2K	0.26%	102
2024 Q3	$810K	Buy	34,844 +594	+2%	+$13.5K	0.28%	102
2024 Q2	$766K	Buy	+34,250	New	+$763K	0.29%	102

Other funds holding JHPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return

PWM

PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Beacon Financial Advisory's JHPI Position: Q2 2026 in Review

Beacon Financial Advisory increased its John Hancock Preferred Income ETF (JHPI) stake by 1.5% in Q2 2026, buying an estimated $12.7K and bringing the position to 38,712 shares worth $879K. The position accounts for 0.17% of the portfolio, ranked #158.

Beacon Financial Advisory first reported a position in JHPI in Q2 2024 and has held it in 9 quarters since. 55 funds tracked by Wall St. Rank hold JHPI as of Q2 2026.

Beacon Financial Advisory held 38,712 shares of John Hancock Preferred Income ETF worth $879K as of Q2 2026.
Beacon Financial Advisory bought 556 John Hancock Preferred Income ETF shares in Q2 2026, an estimated $12.7K.
John Hancock Preferred Income ETF made up 0.17% of Beacon Financial Advisory's portfolio in Q2 2026, its #158 holding.
Beacon Financial Advisory first reported a position in John Hancock Preferred Income ETF in Q2 2024 and has held it in 9 quarters since.
55 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.