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

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

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. 55 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.
55 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.