Cetera Investment Advisers
HTD

Cetera Investment Advisers’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Cetera Investment Advisers’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 		$5.94M Buy
233,071
+8,876
+4% +$225K 0.01% 1493
2026
Q1 		$5.55M Buy
224,195
+23,201
+12% +$574K 0.01% 1437
2025
Q4 		$4.76M Buy
200,994
+21,406
+12% +$523K 0.01% 1494
2025
Q3 		$4.45M Buy
179,588
+16,532
+10% +$402K 0.01% 1490
2025
Q2 		$3.81M Buy
163,056
+3,489
+2% +$79K 0.01% 1370
2025
Q1 		$3.82M Buy
159,567
+6,530
+4% +$150K 0.01% 1285
2024
Q4 		$3.37M Buy
153,037
+3,846
+3% +$88.3K 0.01% 1279
2024
Q3 		$3.46M Sell
149,191
-2,159
-1% -$46.2K 0.01% 1224
2024
Q2 		$3.06M Sell
151,350
-26,296
-15% -$523K 0.01% 1270
2024
Q1 		$3.49M Buy
+177,646
New +$3.41M 0.01% 1187

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers's HTD Position: Q2 2026 in Review

Cetera Investment Advisers increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 4% in Q2 2026, buying an estimated $225K and bringing the position to 233,071 shares worth $5.94M. The position accounts for 0.01% of the portfolio, ranked #1493.

Cetera Investment Advisers first reported a position in HTD in Q1 2024 and has held it in 10 quarters since. 94 funds tracked by Wall St. Rank hold HTD as of Q2 2026.

  • Cetera Investment Advisers held 233,071 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $5.94M as of Q2 2026.
  • Cetera Investment Advisers bought 8,876 John Hancock Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $225K.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1493 holding.
  • Cetera Investment Advisers first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q1 2024 and has held it in 10 quarters since.
  • 94 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.