Cerity Partners’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Cerity Partners’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$635K	Buy	+24,927	New	+$633K	﹤0.01%	2288

Other funds holding HTD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners's HTD Position: Q2 2026 in Review

Cerity Partners opened a new position in John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q2 2026: 24,927 shares worth $635K. The stake represents ﹤0.01% of the portfolio and ranks #2288 among its holdings.

94 funds tracked by Wall St. Rank hold HTD as of Q2 2026.

Cerity Partners held 24,927 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $635K as of Q2 2026.
John Hancock Tax-Advantaged Dividend Income Fund was a new Cerity Partners position in Q2 2026.
John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2288 holding.
94 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.