Calamos Advisors
HTD

Calamos Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Calamos Advisors’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,328
Closed -$678K – 960
2025
Q3 		$678K Buy
27,328
+4,880
+22% +$119K ﹤0.01% 742
2025
Q2 		$525K Sell
22,448
-1,952
-8% -$44.2K ﹤0.01% 744
2025
Q1 		$584K Sell
24,400
-976
-4% -$22.4K ﹤0.01% 703
2024
Q4 		$559K Buy
25,376
+4,880
+24% +$112K ﹤0.01% 718
2024
Q3 		$476K Buy
20,496
+2,928
+17% +$62.6K ﹤0.01% 717
2024
Q2 		$355K Buy
17,568
+5,572
+46% +$111K ﹤0.01% 732
2024
Q1 		$236K Buy
+11,996
New +$230K ﹤0.01% 756

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Calamos Advisors's HTD Position: Q4 2025 in Review

Calamos Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2025, closing a stake of 27,328 shares — an estimated $678K sold.

Calamos Advisors first reported a position in HTD in Q1 2024 and held it in 7 quarters. The position peaked at $678K in Q3 2025. 94 funds tracked by Wall St. Rank hold HTD as of Q4 2025.

  • Calamos Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
  • Calamos Advisors sold 27,328 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2025, an estimated $678K.
  • Calamos Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q1 2024 and held it in 7 quarters.
  • Calamos Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $678K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on Calamos Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.