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Capital Advisors Ltd’s John Hancock Preferred Income ETF JHPI Stock Holding History

Capital Advisors Ltd’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 		$286K Buy
12,613
+14
+0.1% +$321 0.03% 260
2026
Q1 		$284K Buy
12,599
+1,625
+15% +$37.4K 0.03% 254
2025
Q4 		$251K Buy
10,974
+3,512
+47% +$81K 0.03% 261
2025
Q3 		$173K Buy
7,462
+3,599
+93% +$82.5K 0.02% 297
2025
Q2 		$87K Buy
3,863
+13
+0.3% +$289 0.01% 370
2025
Q1 		$86K Buy
3,850
+5
+0.1% +$113 0.01% 367
2024
Q4 		$87K Hold
3,845
– – 0.01% 358
2024
Q3 		$89K Sell
3,845
-1,462
-28% -$33.3K 0.01% 358
2024
Q2 		$119K Buy
5,307
+2,500
+89% +$55.7K 0.02% 323
2024
Q1 		$63K Hold
2,807
– – 0.01% 407
2023
Q4 		$61K Hold
2,807
– – 0.01% 390
2023
Q3 		$58K Hold
2,807
– – 0.01% 390
2023
Q2 		$59K Hold
2,807
– – 0.01% 401
2023
Q1 		$59K Hold
2,807
– – 0.01% 357
2022
Q4 		$61K Sell
2,807
-6,672
-70% -$146K 0.01% 352
2022
Q3 		$209K Buy
9,479
+2,807
+42% +$64.9K 0.04% 219
2022
Q2 		$150K Buy
+6,672
New +$156K 0.03% 269

Other funds holding JHPI

FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Advisors Ltd's JHPI Position: Q2 2026 in Review

Capital Advisors Ltd increased its John Hancock Preferred Income ETF (JHPI) stake by 0.11% in Q2 2026, buying an estimated $321 and bringing the position to 12,613 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #260.

Capital Advisors Ltd first reported a position in JHPI in Q2 2022 and has held it in 17 quarters since. 8 funds tracked by Wall St. Rank hold JHPI as of Q2 2026.

  • Capital Advisors Ltd held 12,613 shares of John Hancock Preferred Income ETF worth $286K as of Q2 2026.
  • Capital Advisors Ltd bought 14 John Hancock Preferred Income ETF shares in Q2 2026, an estimated $321.
  • John Hancock Preferred Income ETF made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #260 holding.
  • Capital Advisors Ltd first reported a position in John Hancock Preferred Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 8 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.