Carson Wealth (CWM LLC)
JHPI icon

Carson Wealth (CWM LLC)’s John Hancock Preferred Income ETF JHPI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$3.28M Buy
145,307
+115,090
+381% +$2.65M 0.01% 991
2025
Q4 		$690K Buy
30,217
+17,444
+137% +$402K ﹤0.01% 1718
2025
Q3 		$296K Buy
12,773
+359
+3% +$8.23K ﹤0.01% 2149
2025
Q2 		$280K Sell
12,414
-4,426
-26% -$98.5K ﹤0.01% 1918
2025
Q1 		$377K Buy
16,840
+11,336
+206% +$257K ﹤0.01% 1568
2024
Q4 		$124K Buy
5,504
+438
+9% +$10.1K ﹤0.01% 2143
2024
Q3 		$118K Buy
5,066
+1,523
+43% +$34.7K ﹤0.01% 2099
2024
Q2 		$79K Buy
+3,543
New +$78.9K ﹤0.01% 2142

Other funds holding JHPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $189M AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
RF
Robbins Farley Bedford, New Hampshire $226M AUM 26.76% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JHPI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its John Hancock Preferred Income ETF (JHPI) stake by 381% in Q1 2026, buying an estimated $2.65M and bringing the position to 145,307 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #991.

Carson Wealth (CWM LLC) first reported a position in JHPI in Q2 2024 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold JHPI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 145,307 shares of John Hancock Preferred Income ETF worth $3.28M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 115,090 John Hancock Preferred Income ETF shares in Q1 2026, an estimated $2.65M.
  • John Hancock Preferred Income ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #991 holding.
  • Carson Wealth (CWM LLC) first reported a position in John Hancock Preferred Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 54 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.