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Compass Ion Advisors’s John Hancock Preferred Income ETF JHPI Stock Holding History

Compass Ion Advisors’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 		$524K Buy
23,192
+11,653
+101% +$268K 0.05% 172
2025
Q4 		$264K Buy
+11,539
New +$266K 0.03% 233

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

Compass Ion Advisors's JHPI Position: Q1 2026 in Review

Compass Ion Advisors increased its John Hancock Preferred Income ETF (JHPI) stake by 101% in Q1 2026, buying an estimated $268K and bringing the position to 23,192 shares worth $524K. The position accounts for 0.05% of the portfolio, ranked #172.

Compass Ion Advisors first reported a position in JHPI in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold JHPI as of Q1 2026.

  • Compass Ion Advisors held 23,192 shares of John Hancock Preferred Income ETF worth $524K as of Q1 2026.
  • Compass Ion Advisors bought 11,653 John Hancock Preferred Income ETF shares in Q1 2026, an estimated $268K.
  • John Hancock Preferred Income ETF made up 0.05% of Compass Ion Advisors's portfolio in Q1 2026, its #172 holding.
  • Compass Ion Advisors first reported a position in John Hancock Preferred Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.