Bulltick Wealth Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Bulltick Wealth Management’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	-214,860	Closed	-$12.3M	–	106
2024 Q1	$12.3M	Sell	214,860 -6,870	-3%	-$369K	2.11%	11
2023 Q4	$11.7M	Sell	221,730 -8,425	-4%	-$407K	2.65%	9
2023 Q3	$10.9M	Sell	230,155 -11,235	-5%	-$557K	2.62%	8
2023 Q2	$12M	Sell	241,390 -3,825	-2%	-$182K	2.66%	9
2023 Q1	$11.7M	Hold	245,215	–	–	3.04%	8
2022 Q4	$11.4M	Sell	245,215 -3,005	-1%	-$140K	3.24%	8
2022 Q3	$10.6M	Hold	248,220	–	–	3.17%	6
2022 Q2	$11M	Hold	248,220	–	–	2.93%	10
2022 Q1	$13M	Hold	248,220	–	–	2.94%	9
2021 Q4	$13.8M	Hold	248,220	–	–	2.73%	10
2021 Q3	$12.8M	Sell	248,220 -7,825	-3%	-$412K	2.91%	12
2021 Q2	$13.3M	Sell	256,045 -22,970	-8%	-$1.18M	3.07%	9
2021 Q1	$13.7M	Hold	279,015	–	–	3.81%	3
2020 Q4	$12.5M	Buy	+279,015	New	+$11.7M	3.69%	5

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bulltick Wealth Management's JHMM Position: Q2 2024 in Review

Bulltick Wealth Management sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2024, closing a stake of 214,860 shares — an estimated $12.3M sold.

Bulltick Wealth Management first reported a position in JHMM in Q4 2020 and held it in 14 quarters. The position peaked at $13.8M in Q4 2021. 218 funds tracked by Wall St. Rank hold JHMM as of Q2 2024.

Bulltick Wealth Management reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
Bulltick Wealth Management sold 214,860 John Hancock Multifactor Mid Cap ETF shares in Q2 2024, an estimated $12.3M.
Bulltick Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2020 and held it in 14 quarters.
Bulltick Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $13.8M in Q4 2021.
218 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2024.

Based on Bulltick Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.