CIA
JHI

Capital Investment Advisors’s John Hancock Investors Trust JHI Stock Holding History

Capital Investment Advisors’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.59M Sell
123,156
-2,687
-2% -$36.5K 0.02% 271
2025
Q4 		$1.72M Sell
125,843
-5,983
-5% -$82.6K 0.03% 251
2025
Q3 		$1.84M Sell
131,826
-587
-0.4% -$8.26K 0.03% 245
2025
Q2 		$1.83M Sell
132,413
-1,687
-1% -$22.4K 0.03% 234
2025
Q1 		$1.82M Sell
134,100
-6,641
-5% -$92.5K 0.04% 227
2024
Q4 		$1.93M Sell
140,741
-12,277
-8% -$173K 0.04% 211
2024
Q3 		$2.15M Buy
153,018
+2,940
+2% +$39.9K 0.04% 199
2024
Q2 		$2M Buy
150,078
+4,956
+3% +$66K 0.05% 194
2024
Q1 		$1.91M Buy
145,122
+15,239
+12% +$200K 0.04% 196
2023
Q4 		$1.68M Buy
129,883
+4,546
+4% +$56.3K 0.04% 214
2023
Q3 		$1.52M Buy
125,337
+24,376
+24% +$309K 0.04% 214
2023
Q2 		$1.28M Buy
100,961
+23,458
+30% +$296K 0.04% 209
2023
Q1 		$984K Buy
77,503
+10,470
+16% +$136K 0.03% 249
2022
Q4 		$841K Buy
67,033
+9,316
+16% +$118K 0.03% 267
2022
Q3 		$696K Buy
57,717
+13,936
+32% +$191K 0.02% 291
2022
Q2 		$577K Buy
43,781
+10,190
+30% +$152K 0.02% 329
2022
Q1 		$564K Sell
33,591
-2,101
-6% -$35.6K 0.02% 347
2021
Q4 		$691K Sell
35,692
-436
-1% -$8.17K 0.02% 331
2021
Q3 		$674K Buy
36,128
+9
+0% +$170 0.02% 325
2021
Q2 		$680K Sell
36,119
-1,454
-4% -$26.9K 0.02% 326
2021
Q1 		$676K Sell
37,573
-1,083
-3% -$19.3K 0.03% 311
2020
Q4 		$668K Buy
38,656
+1,084
+3% +$18K 0.03% 304
2020
Q3 		$595K Buy
37,572
+3,009
+9% +$48.3K 0.03% 296
2020
Q2 		$536K Buy
34,563
+335
+1% +$4.79K 0.03% 300
2020
Q1 		$431K Buy
34,228
+482
+1% +$7.86K 0.03% 303
2019
Q4 		$599K Buy
33,746
+7
+0% +$121 0.03% 294
2019
Q3 		$574K Sell
33,739
-93
-0.3% -$1.57K 0.03% 289
2019
Q2 		$555K Buy
33,832
+516
+2% +$8.3K 0.03% 293
2019
Q1 		$525K Sell
33,316
-1,392
-4% -$21.5K 0.03% 300
2018
Q4 		$490K Buy
34,708
+131
+0.4% +$1.99K 0.03% 289
2018
Q3 		$556K Buy
34,577
+2,730
+9% +$44.4K 0.03% 276
2018
Q2 		$508K Buy
31,847
+2,140
+7% +$34.9K 0.03% 291
2018
Q1 		$494K Sell
29,707
-300
-1% -$5.15K 0.03% 294
2017
Q4 		$525K Sell
30,007
-381
-1% -$6.75K 0.03% 287
2017
Q3 		$552K Buy
30,388
+6,015
+25% +$109K 0.04% 266
2017
Q2 		$418K Buy
24,373
+2,045
+9% +$35.7K 0.03% 308
2017
Q1 		$380K Sell
22,328
-80
-0.4% -$1.36K 0.03% 325
2016
Q4 		$372K Buy
22,408
+520
+2% +$8.62K 0.03% 316
2016
Q3 		$366K Buy
21,888
+4,652
+27% +$79.4K 0.03% 307
2016
Q2 		$278K Buy
+17,236
New +$268K 0.03% 340

Other funds holding JHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Investment Advisors's JHI Position: Q1 2026 in Review

Capital Investment Advisors reduced its John Hancock Investors Trust (JHI) stake by 2.1% in Q1 2026, selling an estimated $36.5K and leaving 123,156 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #271.

Capital Investment Advisors first reported a position in JHI in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.15M in Q3 2024. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • Capital Investment Advisors held 123,156 shares of John Hancock Investors Trust worth $1.59M as of Q1 2026.
  • Capital Investment Advisors sold 2,687 John Hancock Investors Trust shares in Q1 2026, an estimated $36.5K.
  • John Hancock Investors Trust made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #271 holding.
  • Capital Investment Advisors first reported a position in John Hancock Investors Trust in Q2 2016 and has held it in 40 quarters since.
  • Capital Investment Advisors's John Hancock Investors Trust position peaked at $2.15M in Q3 2024.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.