Burk Holdings’s John Hancock Preferred Income ETF JHPI Stock Holding History

Burk Holdings’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	$3.53M	Buy	155,379 +13,728	+10%	+$314K	1.3%	22
2026 Q1	$3.2M	Buy	141,651 +9,428	+7%	+$217K	1.37%	20
2025 Q4	$3.02M	Buy	132,223 +9,373	+8%	+$216K	1.44%	20
2025 Q3	$2.85M	Buy	+122,850	New	+$2.82M	1.52%	19

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

Burk Holdings's JHPI Position: Q2 2026 in Review

Burk Holdings increased its John Hancock Preferred Income ETF (JHPI) stake by 9.7% in Q2 2026, buying an estimated $314K and bringing the position to 155,379 shares worth $3.53M. The position accounts for 1.3% of the portfolio, ranked #22.

Burk Holdings first reported a position in JHPI in Q3 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold JHPI as of Q2 2026.

Burk Holdings held 155,379 shares of John Hancock Preferred Income ETF worth $3.53M as of Q2 2026.
Burk Holdings bought 13,728 John Hancock Preferred Income ETF shares in Q2 2026, an estimated $314K.
John Hancock Preferred Income ETF made up 1.3% of Burk Holdings's portfolio in Q2 2026, its #22 holding.
Burk Holdings first reported a position in John Hancock Preferred Income ETF in Q3 2025 and has held it in 4 quarters since.
55 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.