Clearstead Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

Clearstead Advisors’s Portfolio PDT Stock Details PDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,000	Closed	-$40K	–	3131
2025 Q3	$40K	Hold	3,000	–	–	﹤0.01%	1353
2025 Q2	$39.5K	Hold	3,000	–	–	﹤0.01%	1362
2025 Q1	$39.2K	Buy	+3,000	New	+$38.5K	﹤0.01%	1233

Other funds holding PDT

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

PFA

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Clearstead Advisors's PDT Position: Q4 2025 in Review

Clearstead Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2025, closing a stake of 3,000 shares — an estimated $40K sold.

Clearstead Advisors first reported a position in PDT in Q1 2025 and held it in 3 quarters. The position peaked at $40K in Q3 2025. 99 funds tracked by Wall St. Rank hold PDT as of Q4 2025.

Clearstead Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 3,000 John Hancock Premium Dividend Fund shares in Q4 2025, an estimated $40K.
Clearstead Advisors first reported a position in John Hancock Premium Dividend Fund in Q1 2025 and held it in 3 quarters.
Clearstead Advisors's John Hancock Premium Dividend Fund position peaked at $40K in Q3 2025.
99 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.