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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
Q2 		$567K Buy
24,957
+1,765
+8% +$40.4K 0.05% 179
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 $445B AUM 25.58% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return
PWM
PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Compass Ion Advisors's JHPI Position: Q2 2026 in Review

Compass Ion Advisors increased its John Hancock Preferred Income ETF (JHPI) stake by 7.6% in Q2 2026, buying an estimated $40.4K and bringing the position to 24,957 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #179.

Compass Ion Advisors first reported a position in JHPI in Q4 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold JHPI as of Q2 2026.

  • Compass Ion Advisors held 24,957 shares of John Hancock Preferred Income ETF worth $567K as of Q2 2026.
  • Compass Ion Advisors bought 1,765 John Hancock Preferred Income ETF shares in Q2 2026, an estimated $40.4K.
  • John Hancock Preferred Income ETF made up 0.05% of Compass Ion Advisors's portfolio in Q2 2026, its #179 holding.
  • Compass Ion Advisors first reported a position in John Hancock Preferred Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.