Carson Wealth (CWM LLC)
JHS

Carson Wealth (CWM LLC)’s John Hancock Income Securities Trust JHS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JHS Stock Details JHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-166
Closed -$2K – 4320
2023
Q1 		$2K Buy
+166
New +$1.85K ﹤0.01% 3662

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JHS Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of John Hancock Income Securities Trust (JHS) in Q2 2023, closing a stake of 166 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in JHS in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 28 funds tracked by Wall St. Rank hold JHS as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining John Hancock Income Securities Trust position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 166 John Hancock Income Securities Trust shares in Q2 2023, an estimated $2K.
  • Carson Wealth (CWM LLC) first reported a position in John Hancock Income Securities Trust in Q1 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s John Hancock Income Securities Trust position peaked at $2K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.